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Concurrent Investment Advisors’s ProShares Short S&P500 SH Stock Holding History

Concurrent Investment Advisors’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
2024
Q4 		– Sell
-3,125
Closed -$136K – 1207
2024
Q3 		$136K Hold
3,125
– – ﹤0.01% 983
2024
Q2 		$143K Hold
3,125
– – ﹤0.01% 910
2024
Q1 		$148K Sell
3,125
-396
-11% -$19.8K 0.01% 836
2023
Q4 		$183K Buy
+3,521
New +$197K 0.01% 784

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Concurrent Investment Advisors's SH Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 3,125 shares — an estimated $136K sold.

Concurrent Investment Advisors first reported a position in SH in Q4 2023 and held it in 4 quarters. The position peaked at $183K in Q4 2023. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 3,125 ProShares Short S&P500 shares in Q4 2024, an estimated $136K.
  • Concurrent Investment Advisors first reported a position in ProShares Short S&P500 in Q4 2023 and held it in 4 quarters.
  • Concurrent Investment Advisors's ProShares Short S&P500 position peaked at $183K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.