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Allworth Financial’s ProShares Short Real Estate REK Stock Holding History

Allworth Financial’s Portfolio REK Stock Details REK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-397
Closed -$7.84K – 3533
2023
Q2 		$7.84K Buy
+397
New +$8.09K ﹤0.01% 1936

Other funds holding REK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial's REK Position: Q3 2023 in Review

Allworth Financial sold out of ProShares Short Real Estate (REK) in Q3 2023, closing a stake of 397 shares — an estimated $7.84K sold.

Allworth Financial first reported a position in REK in Q2 2023 and held it in 1 quarter. The position peaked at $7.84K in Q2 2023. 21 funds tracked by Wall St. Rank hold REK as of Q3 2023.

  • Allworth Financial reported no remaining ProShares Short Real Estate position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 397 ProShares Short Real Estate shares in Q3 2023, an estimated $7.84K.
  • Allworth Financial first reported a position in ProShares Short Real Estate in Q2 2023 and held it in 1 quarter.
  • Allworth Financial's ProShares Short Real Estate position peaked at $7.84K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.