JSSH
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J. Safra Sarasin Holding’s ProShares Ultra S&P500 SSO Stock Holding History

J. Safra Sarasin Holding’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-220,000
Closed -$9.09M – 480
2024
Q2 		$9.09M Buy
+220,000
New +$8.46M 0.17% 111

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

J. Safra Sarasin Holding's SSO Position: Q3 2024 in Review

J. Safra Sarasin Holding sold out of ProShares Ultra S&P500 (SSO) in Q3 2024, closing a stake of 220,000 shares — an estimated $9.09M sold.

J. Safra Sarasin Holding first reported a position in SSO in Q2 2024 and held it in 1 quarter. The position peaked at $9.09M in Q2 2024. 208 funds tracked by Wall St. Rank hold SSO as of Q3 2024.

  • J. Safra Sarasin Holding reported no remaining ProShares Ultra S&P500 position as of Q3 2024 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 220,000 ProShares Ultra S&P500 shares in Q3 2024, an estimated $9.09M.
  • J. Safra Sarasin Holding first reported a position in ProShares Ultra S&P500 in Q2 2024 and held it in 1 quarter.
  • J. Safra Sarasin Holding's ProShares Ultra S&P500 position peaked at $9.09M in Q2 2024.
  • 208 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2024.

Based on J. Safra Sarasin Holding's 13F filing for Q3 2024, filed 12 Nov 2024.