WI
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Wedgewood Investors’s ProShares Short S&P500 SH Stock Holding History

Wedgewood Investors’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
-7,313
Closed -$423K – 95
2023
Q3 		$423K Sell
7,313
-750
-9% -$41.9K 0.57% 53
2023
Q2 		$448K Sell
8,063
-350
-4% -$20.6K 0.57% 56
2023
Q1 		$505K Sell
8,413
-612
-7% -$37.8K 0.66% 49
2022
Q4 		$579K Buy
+9,025
New +$579K 0.76% 43

Other funds holding SH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 29.56% 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 $1.51B AUM 33.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wedgewood Investors's SH Position: Q4 2023 in Review

Wedgewood Investors sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 7,313 shares — an estimated $423K sold.

Wedgewood Investors first reported a position in SH in Q4 2022 and held it in 4 quarters. The position peaked at $579K in Q4 2022. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

  • Wedgewood Investors reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
  • Wedgewood Investors sold 7,313 ProShares Short S&P500 shares in Q4 2023, an estimated $423K.
  • Wedgewood Investors first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 4 quarters.
  • Wedgewood Investors's ProShares Short S&P500 position peaked at $579K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Wedgewood Investors's 13F filing for Q4 2023, filed 5 Feb 2024.