LJAC
SEF icon

L.J. Altfest & Co’s ProShares Short Financials SEF Stock Holding History

L.J. Altfest & Co’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-91,318
Closed -$4.25M – 285
2021
Q4 		$4.25M Buy
+91,318
New +$4.34M 0.81% 27

Other funds holding SEF

LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

L.J. Altfest & Co's SEF Position: Q1 2022 in Review

L.J. Altfest & Co sold out of ProShares Short Financials (SEF) in Q1 2022, closing a stake of 91,318 shares — an estimated $4.25M sold.

L.J. Altfest & Co first reported a position in SEF in Q4 2021 and held it in 1 quarter. The position peaked at $4.25M in Q4 2021. 10 funds tracked by Wall St. Rank hold SEF as of Q1 2022.

  • L.J. Altfest & Co reported no remaining ProShares Short Financials position as of Q1 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 91,318 ProShares Short Financials shares in Q1 2022, an estimated $4.25M.
  • L.J. Altfest & Co first reported a position in ProShares Short Financials in Q4 2021 and held it in 1 quarter.
  • L.J. Altfest & Co's ProShares Short Financials position peaked at $4.25M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held ProShares Short Financials as of Q1 2022.

Based on L.J. Altfest & Co's 13F filing for Q1 2022, filed 2 May 2022.