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Core Wealth Advisors (Florida)’s ProShares UltraShort S&P500 SDS Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8
Closed -$2K – 201
2020
Q4 		$2K Buy
+8
New +$2.81K ﹤0.01% 166

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TRCT
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PAA
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JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SDS Position: Q1 2021 in Review

Core Wealth Advisors (Florida) sold out of ProShares UltraShort S&P500 (SDS) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Core Wealth Advisors (Florida) first reported a position in SDS in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 80 funds tracked by Wall St. Rank hold SDS as of Q1 2021.

  • Core Wealth Advisors (Florida) reported no remaining ProShares UltraShort S&P500 position as of Q1 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 8 ProShares UltraShort S&P500 shares in Q1 2021, an estimated $2K.
  • Core Wealth Advisors (Florida) first reported a position in ProShares UltraShort S&P500 in Q4 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s ProShares UltraShort S&P500 position peaked at $2K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2021, filed 4 May 2021.