Meridian Wealth Partners’s ProShares Short S&P500 SH Stock Holding History

Meridian Wealth Partners’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	-5,527	Closed	-$320K	–	106
2023 Q3	$320K	Hold	5,527	–	–	0.07%	68
2023 Q2	$307K	Hold	5,527	–	–	0.06%	67
2023 Q1	$332K	Hold	5,527	–	–	0.07%	59
2022 Q4	$354K	Hold	5,527	–	–	0.08%	54
2022 Q3	$382K	Buy	+5,527	New	+$346K	0.1%	49

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

Meridian Wealth Partners's SH Position: Q4 2023 in Review

Meridian Wealth Partners sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 5,527 shares — an estimated $320K sold.

Meridian Wealth Partners first reported a position in SH in Q3 2022 and held it in 5 quarters. The position peaked at $382K in Q3 2022. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

Meridian Wealth Partners reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Partners sold 5,527 ProShares Short S&P500 shares in Q4 2023, an estimated $320K.
Meridian Wealth Partners first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 5 quarters.
Meridian Wealth Partners's ProShares Short S&P500 position peaked at $382K in Q3 2022.
191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Meridian Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.