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Patriot Financial Group Insurance Agency’s ProShares Short S&P500 SH Stock Holding History

Patriot Financial Group Insurance Agency’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
-46
Closed -$3K – 2246
2021
Q3 		$3K Hold
46
– – ﹤0.01% 1873
2021
Q2 		$3K Buy
+46
New +$2.92K ﹤0.01% 1810
2020
Q4 		– Sell
-39
Closed -$2.98K – 1982
2020
Q3 		$3K Hold
39
– – ﹤0.01% 1394
2020
Q2 		$4K Buy
39
+20
+105% +$1.92K ﹤0.01% 1261
2020
Q1 		$2K Hold
19
– – ﹤0.01% 1337
2019
Q4 		$2K Hold
19
– – ﹤0.01% 1145
2019
Q3 		$2K Buy
19
+16
+533% +$1.69K ﹤0.01% 1118
2019
Q2 		$1K Buy
+3
New +$327 ﹤0.01% 1326
2018
Q2 		– Sell
-368
Closed -$46K – 874
2018
Q1 		$46K Buy
368
+107
+41% +$12.6K 0.03% 329
2017
Q4 		$31K Buy
261
+110
+73% +$13.7K 0.02% 378
2017
Q3 		$19K Buy
151
+83
+122% +$10.9K 0.02% 422
2017
Q2 		$9K Hold
68
– – 0.01% 554
2017
Q1 		$9K Hold
68
– – 0.01% 513
2016
Q4 		$10K Buy
+68
New +$10.2K 0.01% 465

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.91B AUM 24.91% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 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 $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SH Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of ProShares Short S&P500 (SH) in Q4 2021, closing a stake of 46 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in SH in Q4 2016 and held it in 14 quarters. The position peaked at $46K in Q1 2018. 154 funds tracked by Wall St. Rank hold SH as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining ProShares Short S&P500 position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 46 ProShares Short S&P500 shares in Q4 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in ProShares Short S&P500 in Q4 2016 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's ProShares Short S&P500 position peaked at $46K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.