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Copperwynd Financial’s ProShares Short S&P500 SH Stock Holding History

Copperwynd Financial’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
Q3 		– Sell
-13,479
Closed -$890K – 127
2022
Q2 		$890K Hold
13,479
– – 0.52% 41
2022
Q1 		$760K Buy
+13,479
New +$779K 0.31% 52

Other funds holding SH

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Morgan Stanley
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Copperwynd Financial's SH Position: Q3 2022 in Review

Copperwynd Financial sold out of ProShares Short S&P500 (SH) in Q3 2022, closing a stake of 13,479 shares — an estimated $890K sold.

Copperwynd Financial first reported a position in SH in Q1 2022 and held it in 2 quarters. The position peaked at $890K in Q2 2022. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

  • Copperwynd Financial reported no remaining ProShares Short S&P500 position as of Q3 2022 after selling out during the quarter.
  • Copperwynd Financial sold 13,479 ProShares Short S&P500 shares in Q3 2022, an estimated $890K.
  • Copperwynd Financial first reported a position in ProShares Short S&P500 in Q1 2022 and held it in 2 quarters.
  • Copperwynd Financial's ProShares Short S&P500 position peaked at $890K in Q2 2022.
  • 255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on Copperwynd Financial's 13F filing for Q3 2022, filed 14 Nov 2022.