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Orgel Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Orgel Wealth 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
2021
Q4 		– Sell
-5,514
Closed -$336K – 66
2021
Q3 		$336K Buy
+5,514
New +$329K 0.04% 38
2021
Q1 		– Sell
-5,105
Closed -$367K – 57
2020
Q4 		$367K Hold
5,105
– – 0.08% 30
2020
Q3 		$415K Buy
+5,105
New +$424K 0.12% 28

Other funds holding SH

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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orgel Wealth Management's SH Position: Q4 2021 in Review

Orgel Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2021, closing a stake of 5,514 shares — an estimated $336K sold.

Orgel Wealth Management first reported a position in SH in Q3 2020 and held it in 3 quarters. The position peaked at $415K in Q3 2020. 152 funds tracked by Wall St. Rank hold SH as of Q4 2021.

  • Orgel Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2021 after selling out during the quarter.
  • Orgel Wealth Management sold 5,514 ProShares Short S&P500 shares in Q4 2021, an estimated $336K.
  • Orgel Wealth Management first reported a position in ProShares Short S&P500 in Q3 2020 and held it in 3 quarters.
  • Orgel Wealth Management's ProShares Short S&P500 position peaked at $415K in Q3 2020.
  • 152 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2021.

Based on Orgel Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.