Heritage Wealth Management (Arizona)’s ProShares Short S&P500 SH Stock Holding History

Heritage Wealth Management (Arizona)’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	$2.18K	Buy	34 +17	+100%	+$1.09K	﹤0.01%	973
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	968
2022 Q2	$1.12K	Sell	17 -15	-47%	-$926	﹤0.01%	921
2022 Q1	$2K	Buy	+32	New	+$1.85K	﹤0.01%	910
2021 Q3	$2K	Sell	32 -18	-36%	-$1.07K	﹤0.01%	831
2021 Q2	$3K	Sell	50 -75	-60%	-$4.76K	﹤0.01%	816
2021 Q1	$8K	Buy	+125	New	+$8.68K	﹤0.01%	602

Other funds holding SH

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

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BRWA

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

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

Heritage Wealth Management (Arizona) increased its ProShares Short S&P500 (SH) stake by 100% in Q4 2022, buying an estimated $1.09K and bringing the position to 34 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Heritage Wealth Management (Arizona) first reported a position in SH in Q1 2021 and has held it in 7 quarters since. The position peaked at $8K in Q1 2021. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

Heritage Wealth Management (Arizona) held 34 shares of ProShares Short S&P500 worth $2.18K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 17 ProShares Short S&P500 shares in Q4 2022, an estimated $1.09K.
ProShares Short S&P500 made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #973 holding.
Heritage Wealth Management (Arizona) first reported a position in ProShares Short S&P500 in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s ProShares Short S&P500 position peaked at $8K in Q1 2021.
256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

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