Cerity Partners
SH icon

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

Cerity 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
2022
Q2 		– Sell
-2,778
Closed -$157K – 1238
2022
Q1 		$157K Hold
2,778
– – ﹤0.01% 877
2021
Q4 		$151K Hold
2,778
– – ﹤0.01% 955
2021
Q3 		$169K Hold
2,778
– – ﹤0.01% 657
2021
Q2 		$171K Sell
2,778
-25
-0.9% -$1.59K ﹤0.01% 684
2021
Q1 		$188K Hold
2,803
– – ﹤0.01% 668
2020
Q4 		$201K Hold
2,803
– – 0.01% 603
2020
Q3 		$228K Buy
+2,803
New +$233K 0.01% 446
2017
Q4 		– Sell
-2,100
Closed -$270K – 590
2017
Q3 		$270K Hold
2,100
– – 0.02% 464
2017
Q2 		$281K Buy
+2,100
New +$285K 0.02% 300

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return