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Heritage Wealth Management (Arizona)’s ProShares Short Real Estate REK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio REK Stock Details REK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$31.7K Buy
1,556
+778
+100% +$16.1K ﹤0.01% 573
2022
Q3 		$17K Hold
778
– – 0.01% 570
2022
Q2 		$15K Buy
+778
New +$14.1K 0.01% 593

Other funds holding REK

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s REK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ProShares Short Real Estate (REK) stake by 100% in Q4 2022, buying an estimated $16.1K and bringing the position to 1,556 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Heritage Wealth Management (Arizona) first reported a position in REK in Q2 2022 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold REK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,556 shares of ProShares Short Real Estate worth $31.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 778 ProShares Short Real Estate shares in Q4 2022, an estimated $16.1K.
  • ProShares Short Real Estate made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #573 holding.
  • Heritage Wealth Management (Arizona) first reported a position in ProShares Short Real Estate in Q2 2022 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.