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Beacon Capital Management LLC (Tennessee)’s ProShares Short S&P500 SH Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$1.45K – 1136
2023
Q4 		$1.45K Buy
+25
New +$1.4K ﹤0.01% 829
2022
Q3 		– Sell
-63
Closed -$4K – 953
2022
Q2 		$4K Hold
63
– – ﹤0.01% 688
2022
Q1 		$4K Buy
+63
New +$3.64K ﹤0.01% 689

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BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SH Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 25 shares — an estimated $1.45K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SH in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 157 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 25 ProShares Short S&P500 shares in Q1 2024, an estimated $1.45K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in ProShares Short S&P500 in Q1 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s ProShares Short S&P500 position peaked at $4K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.