LJAC
SH icon

L.J. Altfest & Co’s ProShares Short S&P500 SH Stock Holding History

L.J. Altfest & Co’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
-2,584
Closed -$179K – 272
2022
Q3 		$179K Sell
2,584
-115
-4% -$7.2K 0.03% 251
2022
Q2 		$178K Sell
2,699
-3,199
-54% -$197K 0.03% 247
2022
Q1 		$332K Sell
5,898
-9,866
-63% -$570K 0.06% 195
2021
Q4 		$859K Sell
15,764
-359,620
-96% -$20.4M 0.16% 105
2021
Q3 		$22.9M Buy
375,384
+302,226
+413% +$18M 4.79% 3
2021
Q2 		$4.5M Buy
73,158
+62,944
+616% +$4M 0.97% 24
2021
Q1 		$685K Sell
10,214
-44,276
-81% -$3.07M 0.16% 109
2020
Q4 		$3.92M Buy
+54,490
New +$4.16M 0.96% 22
2015
Q4 		– Sell
-876
Closed -$158K – 115
2015
Q3 		$158K Buy
+876
New +$151K 0.16% 96

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M 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 $1.83B AUM 37.01% 1-Year Est. Return