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Laurel Wealth Advisors (California)’s ProShares Short S&P500 SH Stock Holding History

Laurel Wealth Advisors (California)’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 		$414K Buy
+6,450
New +$414K 0.04% 401
2022
Q3 		– Sell
-8,871
Closed -$585K – 665
2022
Q2 		$585K Buy
+8,871
New +$548K 0.06% 322

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UBS Group
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KWM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in ProShares Short S&P500 (SH) in Q4 2022: 6,450 shares worth $414K. The stake represents 0.04% of the portfolio and ranks #401 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in SH as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in SH in Q2 2022 and has held it in 2 quarters since. The position peaked at $585K in Q2 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,450 shares of ProShares Short S&P500 worth $414K as of Q4 2022.
  • ProShares Short S&P500 was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • ProShares Short S&P500 made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #401 holding.
  • Laurel Wealth Advisors (California) first reported a position in ProShares Short S&P500 in Q2 2022 and has held it in 2 quarters since.
  • Laurel Wealth Advisors (California)'s ProShares Short S&P500 position peaked at $585K in Q2 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.