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WealthShield Partners’s ProShares Short S&P500 SH Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-1,000
Closed -$62K – 645
2021
Q2 		$62K Buy
+1,000
New +$63.5K 0.01% 432
2021
Q1 		– Sell
-16,375
Closed -$1.18M – 1183
2020
Q4 		$1.18M Sell
16,375
-2,500
-13% -$191K 0.22% 92
2020
Q3 		$1.53M Hold
18,875
– – 0.54% 50
2020
Q2 		$1.69M Buy
18,875
+10,850
+135% +$1.04M 0.78% 33
2020
Q1 		$888K Buy
+8,025
New +$811K 0.54% 43

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return

WealthShield Partners's SH Position: Q3 2021 in Review

WealthShield Partners sold out of ProShares Short S&P500 (SH) in Q3 2021, closing a stake of 1,000 shares — an estimated $62K sold.

WealthShield Partners first reported a position in SH in Q1 2020 and held it in 5 quarters. The position peaked at $1.69M in Q2 2020. 169 funds tracked by Wall St. Rank hold SH as of Q3 2021.

  • WealthShield Partners reported no remaining ProShares Short S&P500 position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,000 ProShares Short S&P500 shares in Q3 2021, an estimated $62K.
  • WealthShield Partners first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 5 quarters.
  • WealthShield Partners's ProShares Short S&P500 position peaked at $1.69M in Q2 2020.
  • 169 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.