FCM
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Fortis Capital Management’s ProShares Short S&P500 SH Stock Holding History

Fortis Capital Management’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
Q2 		– Sell
-5,533
Closed -$262K – 132
2024
Q1 		$262K Buy
+5,533
New +$277K 0.07% 100

Other funds holding SH

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fortis Capital Management's SH Position: Q2 2024 in Review

Fortis Capital Management sold out of ProShares Short S&P500 (SH) in Q2 2024, closing a stake of 5,533 shares — an estimated $262K sold.

Fortis Capital Management first reported a position in SH in Q1 2024 and held it in 1 quarter. The position peaked at $262K in Q1 2024. 140 funds tracked by Wall St. Rank hold SH as of Q2 2024.

  • Fortis Capital Management reported no remaining ProShares Short S&P500 position as of Q2 2024 after selling out during the quarter.
  • Fortis Capital Management sold 5,533 ProShares Short S&P500 shares in Q2 2024, an estimated $262K.
  • Fortis Capital Management first reported a position in ProShares Short S&P500 in Q1 2024 and held it in 1 quarter.
  • Fortis Capital Management's ProShares Short S&P500 position peaked at $262K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2024.

Based on Fortis Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.