CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

CAPTRUST Financial Advisors’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
Q4 		– Sell
-2,000
Closed -$18K – 4801
2021
Q3 		$18K Hold
2,000
– – ﹤0.01% 3223
2021
Q2 		$17K Sell
2,000
-3,100
-61% -$27.4K ﹤0.01% 3214
2021
Q1 		$47K Buy
5,100
+1,100
+28% +$11K ﹤0.01% 2462
2020
Q4 		$46K Buy
4,000
+2,600
+186% +$37.8K ﹤0.01% 1866
2020
Q3 		$27K Buy
1,400
+300
+27% +$5.55K ﹤0.01% 1851
2020
Q2 		$22K Buy
+1,100
New +$27.4K ﹤0.01% 1897

Other funds holding DWSH

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's DWSH Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q4 2021, closing a stake of 2,000 shares — an estimated $18K sold.

CAPTRUST Financial Advisors first reported a position in DWSH in Q2 2020 and held it in 6 quarters. The position peaked at $47K in Q1 2021. 9 funds tracked by Wall St. Rank hold DWSH as of Q4 2021.

  • CAPTRUST Financial Advisors reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q4 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,000 AdvisorShares Dorsey Wright Short ETF shares in Q4 2021, an estimated $18K.
  • CAPTRUST Financial Advisors first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2020 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's AdvisorShares Dorsey Wright Short ETF position peaked at $47K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q4 2021.

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