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JT Stratford LLC’s ProShares Short S&P500 SH Stock Holding History

JT Stratford LLC’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
Q3 		– Sell
-6,700
Closed -$442K – 216
2022
Q2 		$442K Buy
+6,700
New +$414K 0.14% 129
2020
Q2 		– Sell
-19,800
Closed -$2.19M – 152
2020
Q1 		$2.19M Buy
+19,800
New +$2M 1.34% 14

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FM
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Morgan Stanley
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

JT Stratford LLC's SH Position: Q3 2022 in Review

JT Stratford LLC sold out of ProShares Short S&P500 (SH) in Q3 2022, closing a stake of 6,700 shares — an estimated $442K sold.

JT Stratford LLC first reported a position in SH in Q1 2020 and held it in 2 quarters. The position peaked at $2.19M in Q1 2020. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

  • JT Stratford LLC reported no remaining ProShares Short S&P500 position as of Q3 2022 after selling out during the quarter.
  • JT Stratford LLC sold 6,700 ProShares Short S&P500 shares in Q3 2022, an estimated $442K.
  • JT Stratford LLC first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 2 quarters.
  • JT Stratford LLC's ProShares Short S&P500 position peaked at $2.19M in Q1 2020.
  • 255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on JT Stratford LLC's 13F filing for Q3 2022, filed 14 Nov 2022.