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Ancora Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Ancora Advisors’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
2021
Q4 		– Sell
-730
Closed -$16K – 2432
2021
Q3 		$16K Sell
730
-50
-6% -$1.08K ﹤0.01% 1551
2021
Q2 		$16K Hold
780
– – ﹤0.01% 1417
2021
Q1 		$17K Hold
780
– – ﹤0.01% 1341
2020
Q4 		$20K Sell
780
-4,000
-84% -$116K ﹤0.01% 1073
2020
Q3 		$162K Hold
4,780
– – 0.01% 635
2020
Q2 		$173K Hold
4,780
– – 0.01% 614
2020
Q1 		$230K Buy
4,780
+400
+9% +$16.5K 0.01% 618
2019
Q4 		$162K Sell
4,380
-119,737
-96% -$4.66M 0.01% 692
2019
Q3 		$5.04M Buy
+124,117
New +$5.04M 0.22% 133
2019
Q2 		– Sell
-11,600
Closed -$472K – 616
2019
Q1 		$472K Sell
11,600
-6,400
-36% -$267K 0.02% 432
2018
Q4 		$840K Buy
18,000
+14,706
+446% +$626K 0.04% 317
2018
Q3 		$124K Buy
+3,294
New +$124K ﹤0.01% 716

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Ancora Advisors's RWM Position: Q4 2021 in Review

Ancora Advisors sold out of ProShares Short Russell2000 (RWM) in Q4 2021, closing a stake of 730 shares — an estimated $16K sold.

Ancora Advisors first reported a position in RWM in Q3 2018 and held it in 12 quarters. The position peaked at $5.04M in Q3 2019. 46 funds tracked by Wall St. Rank hold RWM as of Q4 2021.

  • Ancora Advisors reported no remaining ProShares Short Russell2000 position as of Q4 2021 after selling out during the quarter.
  • Ancora Advisors sold 730 ProShares Short Russell2000 shares in Q4 2021, an estimated $16K.
  • Ancora Advisors first reported a position in ProShares Short Russell2000 in Q3 2018 and held it in 12 quarters.
  • Ancora Advisors's ProShares Short Russell2000 position peaked at $5.04M in Q3 2019.
  • 46 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2021.

Based on Ancora Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.