AWM
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Accurate Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Accurate Wealth Management’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,625
Closed -$134K – 1182
2022
Q4 		$134K Sell
5,625
-105
-2% -$2.55K 0.05% 261
2022
Q3 		$284K Buy
+5,730
New +$138K 0.12% 141

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Accurate Wealth Management's RWM Position: Q1 2023 in Review

Accurate Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q1 2023, closing a stake of 5,625 shares — an estimated $134K sold.

Accurate Wealth Management first reported a position in RWM in Q3 2022 and held it in 2 quarters. The position peaked at $284K in Q3 2022. 74 funds tracked by Wall St. Rank hold RWM as of Q1 2023.

  • Accurate Wealth Management reported no remaining ProShares Short Russell2000 position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5,625 ProShares Short Russell2000 shares in Q1 2023, an estimated $134K.
  • Accurate Wealth Management first reported a position in ProShares Short Russell2000 in Q3 2022 and held it in 2 quarters.
  • Accurate Wealth Management's ProShares Short Russell2000 position peaked at $284K in Q3 2022.
  • 74 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.