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Laird Norton Wetherby Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Laird Norton Wetherby Wealth Management’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
-5,694
Closed -$376K – 936
2022
Q2 		$376K Buy
+5,694
New +$352K 0.03% 604

Other funds holding SH

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 $291M AUM 15.62% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SH Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of ProShares Short S&P500 (SH) in Q3 2022, closing a stake of 5,694 shares — an estimated $376K sold.

Laird Norton Wetherby Wealth Management first reported a position in SH in Q2 2022 and held it in 1 quarter. The position peaked at $376K in Q2 2022. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining ProShares Short S&P500 position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 5,694 ProShares Short S&P500 shares in Q3 2022, an estimated $376K.
  • Laird Norton Wetherby Wealth Management first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's ProShares Short S&P500 position peaked at $376K in Q2 2022.
  • 255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.