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Castleview Partners’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Castleview Partners’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
2023
Q1 		– Sell
-93
Closed -$926 – 677
2022
Q4 		$926 Hold
93
– – ﹤0.01% 557
2022
Q3 		$1K Sell
93
-29
-24% -$280 ﹤0.01% 559
2022
Q2 		$9.33K Sell
122
-173
-59% -$1.64K 0.01% 464
2022
Q1 		$2K Buy
+295
New +$2.53K ﹤0.01% 635

Other funds holding DWSH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Castleview Partners's DWSH Position: Q1 2023 in Review

Castleview Partners sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q1 2023, closing a stake of 93 shares — an estimated $926 sold.

Castleview Partners first reported a position in DWSH in Q1 2022 and held it in 4 quarters. The position peaked at $9.33K in Q2 2022. 18 funds tracked by Wall St. Rank hold DWSH as of Q1 2023.

  • Castleview Partners reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q1 2023 after selling out during the quarter.
  • Castleview Partners sold 93 AdvisorShares Dorsey Wright Short ETF shares in Q1 2023, an estimated $926.
  • Castleview Partners first reported a position in AdvisorShares Dorsey Wright Short ETF in Q1 2022 and held it in 4 quarters.
  • Castleview Partners's AdvisorShares Dorsey Wright Short ETF position peaked at $9.33K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q1 2023.

Based on Castleview Partners's 13F filing for Q1 2023, filed 16 May 2023.