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Colonial Trust’s ProShares Short S&P500 SH Stock Holding History

Colonial Trust’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
-1
Closed -$69 – 986
2023
Q2 		$69 Buy
+1
New +$59 ﹤0.01% 935

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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
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Colonial Trust's SH Position: Q3 2023 in Review

Colonial Trust sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 1 share — an estimated $69 sold.

Colonial Trust first reported a position in SH in Q2 2023 and held it in 1 quarter. The position peaked at $69 in Q2 2023. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

  • Colonial Trust reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
  • Colonial Trust sold 1 ProShares Short S&P500 share in Q3 2023, an estimated $69.
  • Colonial Trust first reported a position in ProShares Short S&P500 in Q2 2023 and held it in 1 quarter.
  • Colonial Trust's ProShares Short S&P500 position peaked at $69 in Q2 2023.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Colonial Trust's 13F filing for Q3 2023, filed 13 Nov 2023.