Fidelity Investments

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	–	5797
2024 Q3	$195	Buy	+5	New	+$227	﹤0.01%	5040
2024 Q2	–	Sell	-279	Closed	-$13.2K	–	5613
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	–	–	–	5428
2022 Q1	–	Hold	0	–	–	–	5425
2021 Q4	–	Hold	0	–	–	–	4871
2021 Q2	–	Hold	0	–	–	–	4803
2021 Q1	–	Hold	0	–	–	–	4481
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	–	–	–	4140
2019 Q1	–	Sell	-2	Closed	-$231	–	4153
2018 Q4	$0	Buy	+2	New	+$236	﹤0.01%	4087
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 New York $1.66T AUM 25.57% 1-Year Est. Return

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return