UWM
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Udine Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Udine Wealth Management’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
Q1 		– Sell
-256,764
Closed -$14M – 21
2021
Q4 		$14M Buy
+256,764
New +$14.6M 14.44% 3

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TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Udine Wealth Management's SH Position: Q1 2022 in Review

Udine Wealth Management sold out of ProShares Short S&P500 (SH) in Q1 2022, closing a stake of 256,764 shares — an estimated $14M sold.

Udine Wealth Management first reported a position in SH in Q4 2021 and held it in 1 quarter. The position peaked at $14M in Q4 2021. 202 funds tracked by Wall St. Rank hold SH as of Q1 2022.

  • Udine Wealth Management reported no remaining ProShares Short S&P500 position as of Q1 2022 after selling out during the quarter.
  • Udine Wealth Management sold 256,764 ProShares Short S&P500 shares in Q1 2022, an estimated $14M.
  • Udine Wealth Management first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 1 quarter.
  • Udine Wealth Management's ProShares Short S&P500 position peaked at $14M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2022.

Based on Udine Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.