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Allworth Financial’s ProShares Short Russell2000 RWM Stock Holding History

Allworth Financial’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
Q3 		– Sell
-622
Closed -$14.2K – 3537
2023
Q2 		$14.2K Sell
622
-96
-13% -$2.31K ﹤0.01% 1736
2023
Q1 		$17.2K Buy
+718
New +$16.8K ﹤0.01% 1548

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Allworth Financial's RWM Position: Q3 2023 in Review

Allworth Financial sold out of ProShares Short Russell2000 (RWM) in Q3 2023, closing a stake of 622 shares — an estimated $14.2K sold.

Allworth Financial first reported a position in RWM in Q1 2023 and held it in 2 quarters. The position peaked at $17.2K in Q1 2023. 64 funds tracked by Wall St. Rank hold RWM as of Q3 2023.

  • Allworth Financial reported no remaining ProShares Short Russell2000 position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 622 ProShares Short Russell2000 shares in Q3 2023, an estimated $14.2K.
  • Allworth Financial first reported a position in ProShares Short Russell2000 in Q1 2023 and held it in 2 quarters.
  • Allworth Financial's ProShares Short Russell2000 position peaked at $17.2K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2023.

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