HFS
SH icon

HBC Financial Services’s ProShares Short S&P500 SH Stock Holding History

HBC Financial Services’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
-37
Closed -$15K – 182
2023
Q4 		$15K Buy
37
+1
+3% +$56 0.01% 101
2023
Q3 		$13K Hold
36
– – 0.01% 108
2023
Q2 		$13K Hold
36
– – 0.01% 101
2023
Q1 		$12K Buy
36
+1
+3% +$62 0.01% 128
2022
Q4 		$14K Hold
35
– – 0.01% 101
2022
Q3 		$11K Buy
35
+1
+3% +$63 0.01% 108
2022
Q2 		$13K Hold
34
– – 0.01% 115
2022
Q1 		$14K Sell
34
-216
-86% -$12.5K 0.01% 107
2021
Q4 		$13K Buy
+250
New +$14.2K 0.01% 118

Other funds holding SH

Morgan Stanley
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
PA
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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBC Financial Services's SH Position: Q1 2024 in Review

HBC Financial Services sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 37 shares — an estimated $15K sold.

HBC Financial Services first reported a position in SH in Q4 2021 and held it in 9 quarters. The position peaked at $15K in Q4 2023. 157 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • HBC Financial Services reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • HBC Financial Services sold 37 ProShares Short S&P500 shares in Q1 2024, an estimated $15K.
  • HBC Financial Services first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 9 quarters.
  • HBC Financial Services's ProShares Short S&P500 position peaked at $15K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on HBC Financial Services's 13F filing for Q1 2024, filed 6 May 2024.