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B. Riley Wealth Management’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

B. Riley Wealth Management’s Portfolio DWSH Stock Details DWSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24,186
Closed -$276K – 442
2020
Q4 		$276K Sell
24,186
-2,168
-8% -$31.5K 0.04% 275
2020
Q3 		$502K Sell
26,354
-7,629
-22% -$141K 0.06% 229
2020
Q2 		$658K Buy
+33,983
New +$846K 0.07% 202

Other funds holding DWSH

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's DWSH Position: Q1 2021 in Review

B. Riley Wealth Management sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q1 2021, closing a stake of 24,186 shares — an estimated $276K sold.

B. Riley Wealth Management first reported a position in DWSH in Q2 2020 and held it in 3 quarters. The position peaked at $658K in Q2 2020. 11 funds tracked by Wall St. Rank hold DWSH as of Q1 2021.

  • B. Riley Wealth Management reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 24,186 AdvisorShares Dorsey Wright Short ETF shares in Q1 2021, an estimated $276K.
  • B. Riley Wealth Management first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2020 and held it in 3 quarters.
  • B. Riley Wealth Management's AdvisorShares Dorsey Wright Short ETF position peaked at $658K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.