MAM
SH icon

Milestone Asset Management’s ProShares Short S&P500 SH Stock Holding History

Milestone Asset 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
2023
Q4 		– Sell
-2,857
Closed -$165K – 98
2023
Q3 		$165K Buy
+2,857
New +$159K 0.06% 83

Other funds holding SH

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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

Milestone Asset Management's SH Position: Q4 2023 in Review

Milestone Asset Management sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 2,857 shares — an estimated $165K sold.

Milestone Asset Management first reported a position in SH in Q3 2023 and held it in 1 quarter. The position peaked at $165K in Q3 2023. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

  • Milestone Asset Management reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
  • Milestone Asset Management sold 2,857 ProShares Short S&P500 shares in Q4 2023, an estimated $165K.
  • Milestone Asset Management first reported a position in ProShares Short S&P500 in Q3 2023 and held it in 1 quarter.
  • Milestone Asset Management's ProShares Short S&P500 position peaked at $165K in Q3 2023.
  • 191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Milestone Asset Management's 13F filing for Q4 2023, filed 23 Jan 2024.