Newbridge Financial Services Group’s ProShares Short S&P500 SH Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Sell	-16	Closed	-$1.04K	–	1469
2022 Q4	$1.04K	Sell	16 -459	-97%	-$29.4K	﹤0.01%	1292
2022 Q3	$33K	Buy	+475	New	+$29.8K	0.02%	565
2022 Q2	–	Sell	-43	Closed	-$2K	–	1506
2022 Q1	$2K	Buy	43 +13	+43%	+$751	﹤0.01%	1321
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	1272
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1198
2021 Q2	$2K	Buy	30 +20	+200%	+$1.27K	﹤0.01%	1298
2021 Q1	$1K	Sell	10 -19	-66%	-$1.32K	﹤0.01%	1321
2020 Q4	$2K	Buy	29 +2	+7%	+$153	﹤0.01%	981
2020 Q3	$2K	Buy	+27	New	+$2.24K	﹤0.01%	932

Other funds holding SH

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

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

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Newbridge Financial Services Group's SH Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 16 shares — an estimated $1.04K sold.

Newbridge Financial Services Group first reported a position in SH in Q3 2020 and held it in 9 quarters. The position peaked at $33K in Q3 2022. 221 funds tracked by Wall St. Rank hold SH as of Q1 2023.

Newbridge Financial Services Group reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 16 ProShares Short S&P500 shares in Q1 2023, an estimated $1.04K.
Newbridge Financial Services Group first reported a position in ProShares Short S&P500 in Q3 2020 and held it in 9 quarters.
Newbridge Financial Services Group's ProShares Short S&P500 position peaked at $33K in Q3 2022.
221 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.