Brown Advisory
SH icon

Brown Advisory’s ProShares Short S&P500 SH Stock Holding History

Brown Advisory’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
2025
Q4 		– Sell
-7,100
Closed -$262K – 1444
2025
Q3 		$262K Buy
+7,100
New +$274K ﹤0.01% 1248
2023
Q4 		– Sell
-20,048
Closed -$1.16M – 1260
2023
Q3 		$1.16M Hold
20,048
– – ﹤0.01% 713
2023
Q2 		$1.11M Hold
20,048
– – ﹤0.01% 729
2023
Q1 		$1.2M Hold
20,048
– – ﹤0.01% 710
2022
Q4 		$1.29M Hold
20,048
– – ﹤0.01% 695
2022
Q3 		$1.39M Hold
20,048
– – ﹤0.01% 642
2022
Q2 		$1.32M Hold
20,048
– – ﹤0.01% 652
2022
Q1 		$1.13M Buy
+20,048
New +$1.16M ﹤0.01% 701
2019
Q4 		– Sell
-5,236
Closed -$547K – 1061
2019
Q3 		$547K Buy
+5,236
New +$554K ﹤0.01% 732

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return