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Gladstone Institutional Advisory’s ProShares Short S&P500 SH Stock Holding History

Gladstone Institutional Advisory’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
2022
Q4 		– Sell
-7,221
Closed -$499K – 683
2022
Q3 		$499K Buy
+7,221
New +$452K 0.04% 391
2019
Q1 		– Sell
-5,317
Closed -$666K – 217
2018
Q4 		$666K Buy
+5,317
New +$626K 0.39% 62

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Gladstone Institutional Advisory's SH Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 7,221 shares — an estimated $499K sold.

Gladstone Institutional Advisory first reported a position in SH in Q4 2018 and held it in 2 quarters. The position peaked at $666K in Q4 2018. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,221 ProShares Short S&P500 shares in Q4 2022, an estimated $499K.
  • Gladstone Institutional Advisory first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 2 quarters.
  • Gladstone Institutional Advisory's ProShares Short S&P500 position peaked at $666K in Q4 2018.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.