Fidelity Investments
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Fidelity Investments’s ProShares Short S&P500 SH Stock Holding History

Fidelity Investments’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
-5
Closed -$195 – 5790
2024
Q3 		$195 Buy
+5
New +$227 ﹤0.01% 5040
2024
Q2 		– Sell
-279
Closed -$13.2K – 5604
2024
Q1 		$13.2K Buy
279
+192
+221% +$9.61K ﹤0.01% 4176
2023
Q4 		$4.52K Buy
87
+86
+8,600% +$4.82K ﹤0.01% 4480
2023
Q3 		$29 Sell
1
-5
-83% -$279 ﹤0.01% 5024
2023
Q2 		$329 Buy
+6
New +$354 ﹤0.01% 4859
2022
Q2 		– Hold
0
– – – 5424
2022
Q1 		– Hold
0
– – – 5422
2021
Q4 		– Hold
0
– – – 4867
2021
Q2 		– Hold
0
– – – 4802
2021
Q1 		– Hold
0
– – – 4480
2020
Q2 		– Sell
-1
Closed – – 4112
2020
Q1 		$0 Sell
1
-1
-50% -$101 ﹤0.01% 4199
2019
Q4 		$0 Buy
+2
New +$202 ﹤0.01% 4212
2019
Q3 		– Hold
0
– – – 4185
2019
Q2 		– Hold
0
– – – 4137
2019
Q1 		– Sell
-2
Closed -$231 – 4149
2018
Q4 		$0 Buy
+2
New +$236 ﹤0.01% 4086
2016
Q3 		– Sell
-15,050
Closed -$2.42M – 2690
2016
Q2 		$2.42M Buy
+15,050
New +$2.43M ﹤0.01% 2346

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 $859M AUM 41.74% 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

Fidelity Investments's SH Position: Q4 2024 in Review

Fidelity Investments sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 5 shares — an estimated $195 sold.

Fidelity Investments first reported a position in SH in Q2 2016 and held it in 9 quarters. The position peaked at $2.42M in Q2 2016. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

  • Fidelity Investments reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 5 ProShares Short S&P500 shares in Q4 2024, an estimated $195.
  • Fidelity Investments first reported a position in ProShares Short S&P500 in Q2 2016 and held it in 9 quarters.
  • Fidelity Investments's ProShares Short S&P500 position peaked at $2.42M in Q2 2016.
  • 121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.