Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HWM
HighMark Wealth Management’s
ProShares Short S&P500
SH
Stock Holding History
HighMark Wealth 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
Q3
–
Sell
-880
Closed
-$40.2K
–
617
2024
Q2
$40.2K
Hold
880
–
–
0.02%
148
2024
Q1
$41.7K
Buy
880
+10
+1%
+$500
0.03%
147
2023
Q4
$45.2K
Buy
870
+16
+2%
+$896
0.03%
137
2023
Q3
$49.4K
Buy
854
+9
+1%
+$502
0.04%
113
2023
Q2
$46.9K
Buy
845
+11
+1%
+$648
0.04%
121
2023
Q1
$50K
Buy
834
+6
+0.7%
+$371
0.04%
136
2022
Q4
$53.1K
Buy
828
+178
+27%
+$11.4K
0.04%
98
2022
Q3
$45K
Buy
+650
New
+$40.7K
0.04%
104
Other funds holding SH
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
FNC
First National Corp
Rockland, Massachusetts
$527M AUM
12.33%
1-Year Est. Return
MSCM
Marlin Sams Capital Management
New York
$191M AUM
72.04%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
EE
EWG Elevate
Roseville, California
$320M AUM
18.11%
1-Year Est. Return
GCM
Gunderson Capital Management
Mt. Pleasant, South Carolina
$239M AUM
122.67%
1-Year Est. Return
MCP
Mirador Capital Partners
Pleasanton, California
$816M AUM
42.46%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close