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Sargent Bickham Lagudis’s ProShares Short S&P500 SH Stock Holding History

Sargent Bickham Lagudis’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
2022
Q3 		– Sell
-83
Closed -$5K – 1107
2022
Q2 		$5K Hold
83
– – ﹤0.01% 801
2022
Q1 		$5K Buy
+83
New +$4.8K ﹤0.01% 799
2017
Q4 		– Sell
-366
Closed -$47K – 824
2017
Q3 		$47K Buy
+366
New +$48.1K 0.01% 378

Other funds holding SH

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Sargent Bickham Lagudis's SH Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of ProShares Short S&P500 (SH) in Q3 2022, closing a stake of 83 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in SH in Q3 2017 and held it in 3 quarters. The position peaked at $47K in Q3 2017. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining ProShares Short S&P500 position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 83 ProShares Short S&P500 shares in Q3 2022, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in ProShares Short S&P500 in Q3 2017 and held it in 3 quarters.
  • Sargent Bickham Lagudis's ProShares Short S&P500 position peaked at $47K in Q3 2017.
  • 255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.