Baird Financial Group
RWM icon

Baird Financial Group’s ProShares Short Russell2000 RWM Stock Holding History

Baird Financial Group’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
2022
Q4 		– Sell
-95,470
Closed -$2.52M – 1759
2022
Q3 		$2.52M Buy
+95,470
New +$2.31M 0.01% 759
2019
Q4 		– Sell
-44,564
Closed -$1.81M – 1542
2019
Q3 		$1.81M Sell
44,564
-6,103
-12% -$248K 0.01% 801
2019
Q2 		$2.02M Sell
50,667
-474
-0.9% -$19.2K 0.01% 781
2019
Q1 		$2.08M Buy
51,141
+31,597
+162% +$1.32M 0.01% 654
2018
Q4 		$913K Sell
19,544
-28,951
-60% -$1.23M 0.01% 824
2018
Q3 		$1.85M Sell
48,495
-59,124
-55% -$2.23M 0.01% 689
2018
Q2 		$4.2M Sell
107,619
-128,862
-54% -$5.16M 0.03% 474
2018
Q1 		$9.96M Buy
+236,481
New +$9.85M 0.07% 288
2017
Q4 		– Sell
-98,429
Closed -$4.3M – 1294
2017
Q3 		$4.3M Buy
98,429
+2,590
+3% +$120K 0.03% 445
2017
Q2 		$4.43M Buy
95,839
+68,163
+246% +$3.22M 0.03% 428
2017
Q1 		$1.32M Buy
+27,676
New +$1.33M 0.01% 706
2016
Q4 		– Sell
-185,998
Closed -$10M – 1250
2016
Q3 		$10M Buy
185,998
+122,971
+195% +$6.81M 0.09% 231
2016
Q2 		$3.72M Sell
63,027
-9,152
-13% -$555K 0.03% 418
2016
Q1 		$4.48M Buy
72,179
+31,412
+77% +$2.11M 0.04% 374
2015
Q4 		$2.53M Sell
40,767
-37,646
-48% -$2.31M 0.03% 479
2015
Q3 		$5.1M Buy
78,413
+70,540
+896% +$4.28M 0.05% 324
2015
Q2 		$457K Buy
+7,873
New +$459K ﹤0.01% 992

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
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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Baird Financial Group's RWM Position: Q4 2022 in Review

Baird Financial Group sold out of ProShares Short Russell2000 (RWM) in Q4 2022, closing a stake of 95,470 shares — an estimated $2.52M sold.

Baird Financial Group first reported a position in RWM in Q2 2015 and held it in 17 quarters. The position peaked at $10M in Q3 2016. 82 funds tracked by Wall St. Rank hold RWM as of Q4 2022.

  • Baird Financial Group reported no remaining ProShares Short Russell2000 position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 95,470 ProShares Short Russell2000 shares in Q4 2022, an estimated $2.52M.
  • Baird Financial Group first reported a position in ProShares Short Russell2000 in Q2 2015 and held it in 17 quarters.
  • Baird Financial Group's ProShares Short Russell2000 position peaked at $10M in Q3 2016.
  • 82 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.