CWC
SDS icon

Carolinas Wealth Consulting’s ProShares UltraShort S&P500 SDS Stock Holding History

Carolinas Wealth Consulting’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-40
Closed -$16K – 1014
2020
Q3 		$16K Hold
40
– – 0.01% 418
2020
Q2 		$19K Buy
+40
New +$22.7K 0.01% 292

Other funds holding SDS

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Carolinas Wealth Consulting's SDS Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of ProShares UltraShort S&P500 (SDS) in Q4 2020, closing a stake of 40 shares — an estimated $16K sold.

Carolinas Wealth Consulting first reported a position in SDS in Q2 2020 and held it in 2 quarters. The position peaked at $19K in Q2 2020. 74 funds tracked by Wall St. Rank hold SDS as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining ProShares UltraShort S&P500 position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 40 ProShares UltraShort S&P500 shares in Q4 2020, an estimated $16K.
  • Carolinas Wealth Consulting first reported a position in ProShares UltraShort S&P500 in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's ProShares UltraShort S&P500 position peaked at $19K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.