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Lee Financial’s ProShares Short S&P500 SH Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-733
Closed -$42.4K – 918
2023
Q3 		$42.4K Sell
733
-1,705
-70% -$95.2K 0.01% 237
2023
Q2 		$135K Hold
2,438
– – 0.02% 147
2023
Q1 		$146K Buy
+2,438
New +$151K 0.03% 143

Other funds holding SH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Lee Financial's SH Position: Q4 2023 in Review

Lee Financial sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 733 shares — an estimated $42.4K sold.

Lee Financial first reported a position in SH in Q1 2023 and held it in 3 quarters. The position peaked at $146K in Q1 2023. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

  • Lee Financial reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 733 ProShares Short S&P500 shares in Q4 2023, an estimated $42.4K.
  • Lee Financial first reported a position in ProShares Short S&P500 in Q1 2023 and held it in 3 quarters.
  • Lee Financial's ProShares Short S&P500 position peaked at $146K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.