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

Mayflower Financial Advisors’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	-7,650	Closed	-$443K	–	358
2023 Q3	$443K	Sell	7,650 -500	-6%	-$27.9K	0.07%	207
2023 Q2	$452K	Sell	8,150 -125	-2%	-$7.37K	0.06%	219
2023 Q1	$497K	Hold	8,275	–	–	0.07%	201
2022 Q4	$531K	Hold	8,275	–	–	0.07%	185
2022 Q3	$572K	Sell	8,275 -63	-0.8%	-$3.95K	0.09%	162
2022 Q2	$550K	Sell	8,338 -162	-2%	-$10K	0.08%	178
2022 Q1	$479K	Hold	8,500	–	–	0.06%	206
2021 Q4	$463K	Buy	+8,500	New	+$483K	0.06%	200

Other funds holding SH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

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 $1.87B AUM 37.01% 1-Year Est. Return

Mayflower Financial Advisors's SH Position: Q4 2023 in Review

Mayflower Financial Advisors sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 7,650 shares — an estimated $443K sold.

Mayflower Financial Advisors first reported a position in SH in Q4 2021 and held it in 8 quarters. The position peaked at $572K in Q3 2022. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

Mayflower Financial Advisors reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 7,650 ProShares Short S&P500 shares in Q4 2023, an estimated $443K.
Mayflower Financial Advisors first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 8 quarters.
Mayflower Financial Advisors's ProShares Short S&P500 position peaked at $572K in Q3 2022.
191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Mayflower Financial Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.