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Blueprint Investment Partners’s ProShares Short S&P500 SH Stock Holding History

Blueprint Investment Partners’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
2023
Q3 		– Sell
-3,591
Closed -$199K – 143
2023
Q2 		$199K Buy
+3,591
New +$212K 0.07% 139
2022
Q4 		– Sell
-1,928
Closed -$133K – 249
2022
Q3 		$133K Buy
+1,928
New +$121K 0.04% 145

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RAG
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WHG
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IMC Chicago
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GS
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KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CI
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Blueprint Investment Partners's SH Position: Q3 2023 in Review

Blueprint Investment Partners sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 3,591 shares — an estimated $199K sold.

Blueprint Investment Partners first reported a position in SH in Q3 2022 and held it in 2 quarters. The position peaked at $199K in Q2 2023. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

  • Blueprint Investment Partners reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 3,591 ProShares Short S&P500 shares in Q3 2023, an estimated $199K.
  • Blueprint Investment Partners first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 2 quarters.
  • Blueprint Investment Partners's ProShares Short S&P500 position peaked at $199K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Blueprint Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.