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BDO Wealth Advisors’s ProShares Short Russell2000 RWM Stock Holding History

BDO Wealth 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
Q3 		– Sell
-18,664
Closed -$391K – 1112
2021
Q2 		$391K Sell
18,664
-3,882
-17% -$83.6K 0.04% 214
2021
Q1 		$497K Buy
+22,546
New +$511K 0.06% 178

Other funds holding RWM

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

BDO Wealth Advisors's RWM Position: Q3 2021 in Review

BDO Wealth Advisors sold out of ProShares Short Russell2000 (RWM) in Q3 2021, closing a stake of 18,664 shares — an estimated $391K sold.

BDO Wealth Advisors first reported a position in RWM in Q1 2021 and held it in 2 quarters. The position peaked at $497K in Q1 2021. 46 funds tracked by Wall St. Rank hold RWM as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Short Russell2000 position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 18,664 ProShares Short Russell2000 shares in Q3 2021, an estimated $391K.
  • BDO Wealth Advisors first reported a position in ProShares Short Russell2000 in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Short Russell2000 position peaked at $497K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.