First Horizon Advisors’s ProShares Short S&P500 SH Stock Holding History

First Horizon 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 Q1	–	Sell	-2,010	Closed	-$104K	–	2385
2023 Q4	$104K	Sell	2,010 -455	-18%	-$25.5K	﹤0.01%	652
2023 Q3	$143K	Buy	+2,465	New	+$138K	0.01%	535
2023 Q1	–	Sell	-1,328	Closed	-$85.2K	–	2537
2022 Q4	$85.2K	Sell	1,328 -560	-30%	-$35.9K	﹤0.01%	671
2022 Q3	$130K	Buy	1,888 +977	+107%	+$61.2K	0.01%	535
2022 Q2	$60K	Buy	+911	New	+$56.2K	﹤0.01%	868

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Horizon Advisors's SH Position: Q1 2024 in Review

First Horizon Advisors sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 2,010 shares — an estimated $104K sold.

First Horizon Advisors first reported a position in SH in Q2 2022 and held it in 5 quarters. The position peaked at $143K in Q3 2023. 157 funds tracked by Wall St. Rank hold SH as of Q1 2024.

First Horizon Advisors reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
First Horizon Advisors sold 2,010 ProShares Short S&P500 shares in Q1 2024, an estimated $104K.
First Horizon Advisors first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 5 quarters.
First Horizon Advisors's ProShares Short S&P500 position peaked at $143K in Q3 2023.
157 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.