TDC
SH icon

Thompson Davis & Co’s ProShares Short S&P500 SH Stock Holding History

Thompson Davis & Co’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
Q4 		– Sell
-2,563
Closed -$148K – 132
2023
Q3 		$148K Sell
2,563
-537
-17% -$30K 0.18% 82
2023
Q2 		$172K Buy
+3,100
New +$183K 0.19% 95
2015
Q3 		– Sell
-15
Closed -$2K – 1244
2015
Q2 		$2K Hold
15
– – ﹤0.01% 1093
2015
Q1 		$3K Hold
15
– – ﹤0.01% 1026
2014
Q4 		$3K Buy
+15
New +$2.7K ﹤0.01% 1059

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 $564B AUM 30.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return