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Householder Group Estate & Retirement Specialist’s ProShares Short S&P500 SH Stock Holding History

Householder Group Estate & Retirement Specialist’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
-9,462
Closed -$653K – 982
2022
Q3 		$653K Buy
+9,462
New +$593K 0.27% 81

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KWM
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HighTower Advisors
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OA
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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

Householder Group Estate & Retirement Specialist's SH Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 9,462 shares — an estimated $653K sold.

Householder Group Estate & Retirement Specialist first reported a position in SH in Q3 2022 and held it in 1 quarter. The position peaked at $653K in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9,462 ProShares Short S&P500 shares in Q4 2022, an estimated $653K.
  • Householder Group Estate & Retirement Specialist first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's ProShares Short S&P500 position peaked at $653K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.