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TCWP’s ProShares Short S&P500 SH Stock Holding History

TCWP’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
-7,754
Closed -$497K – 280
2022
Q4 		$497K Buy
+7,754
New +$497K 0.1% 141

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TCWP's SH Position: Q1 2023 in Review

TCWP sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 7,754 shares — an estimated $497K sold.

TCWP first reported a position in SH in Q4 2022 and held it in 1 quarter. The position peaked at $497K in Q4 2022. 222 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • TCWP reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • TCWP sold 7,754 ProShares Short S&P500 shares in Q1 2023, an estimated $497K.
  • TCWP first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 1 quarter.
  • TCWP's ProShares Short S&P500 position peaked at $497K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.