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 New York $1.89T AUM 35.08% 1-Year Est. Return

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

FFC

Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Cerity Partners's SH Position: Q2 2022 in Review

Cerity Partners sold out of ProShares Short S&P500 (SH) in Q2 2022, closing a stake of 2,778 shares — an estimated $157K sold.

Cerity Partners first reported a position in SH in Q2 2017 and held it in 9 quarters. The position peaked at $281K in Q2 2017. 233 funds tracked by Wall St. Rank hold SH as of Q2 2022.

Cerity Partners reported no remaining ProShares Short S&P500 position as of Q2 2022 after selling out during the quarter.
Cerity Partners sold 2,778 ProShares Short S&P500 shares in Q2 2022, an estimated $157K.
Cerity Partners first reported a position in ProShares Short S&P500 in Q2 2017 and held it in 9 quarters.
Cerity Partners's ProShares Short S&P500 position peaked at $281K in Q2 2017.
233 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2022.

Based on Cerity Partners's 13F filing for Q2 2022, filed 10 Aug 2022.