Moisand Fitzgerald Tamayo’s ProShares Short S&P500 SH Stock Holding History

Moisand Fitzgerald Tamayo’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	-414	Closed	-$23.9K	–	802
2023 Q3	$23.9K	Hold	414	–	–	0.01%	243
2023 Q2	$23K	Hold	414	–	–	﹤0.01%	239
2023 Q1	$24.8K	Hold	414	–	–	0.01%	237
2022 Q4	$26.5K	Buy	414 +24	+6%	+$1.54K	0.01%	221
2022 Q3	$27K	Buy	+390	New	+$24.4K	0.01%	204

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

Moisand Fitzgerald Tamayo's SH Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 414 shares — an estimated $23.9K sold.

Moisand Fitzgerald Tamayo first reported a position in SH in Q3 2022 and held it in 5 quarters. The position peaked at $27K in Q3 2022. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 414 ProShares Short S&P500 shares in Q4 2023, an estimated $23.9K.
Moisand Fitzgerald Tamayo first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's ProShares Short S&P500 position peaked at $27K in Q3 2022.
191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.