Truist Financial’s ProShares Short S&P500 SH Stock Holding History

Truist Financial’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 Q2	–	Sell	-3,750	Closed	-$211K	–	2760
2022 Q1	$211K	Hold	3,750	–	–	﹤0.01%	2513
2021 Q4	$204K	Sell	3,750 -281	-7%	-$16K	﹤0.01%	2583
2021 Q3	$246K	Hold	4,031	–	–	﹤0.01%	2460
2021 Q2	$248K	Hold	4,031	–	–	﹤0.01%	2485
2021 Q1	$270K	Hold	4,031	–	–	﹤0.01%	2356
2020 Q4	$290K	Hold	4,031	–	–	﹤0.01%	2177
2020 Q3	$328K	Buy	+4,031	New	+$335K	﹤0.01%	1962

Other funds holding SH

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

FFC

Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Truist Financial's SH Position: Q2 2022 in Review

Truist Financial sold out of ProShares Short S&P500 (SH) in Q2 2022, closing a stake of 3,750 shares — an estimated $211K sold.

Truist Financial first reported a position in SH in Q3 2020 and held it in 7 quarters. The position peaked at $328K in Q3 2020. 233 funds tracked by Wall St. Rank hold SH as of Q2 2022.

Truist Financial reported no remaining ProShares Short S&P500 position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 3,750 ProShares Short S&P500 shares in Q2 2022, an estimated $211K.
Truist Financial first reported a position in ProShares Short S&P500 in Q3 2020 and held it in 7 quarters.
Truist Financial's ProShares Short S&P500 position peaked at $328K in Q3 2020.
233 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.