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Commonwealth Financial Services’s ProShares Short Russell2000 RWM Stock Holding History

Commonwealth Financial Services’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
2024
Q3 		– Sell
-49,994
Closed -$1.05M – 203
2024
Q2 		$1.05M Buy
49,994
+32,764
+190% +$689K 0.21% 63
2024
Q1 		$363K Hold
17,230
– – 0.09% 117
2023
Q4 		$363K Buy
+17,230
New +$414K 0.09% 115

Other funds holding RWM

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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Financial Services's RWM Position: Q3 2024 in Review

Commonwealth Financial Services sold out of ProShares Short Russell2000 (RWM) in Q3 2024, closing a stake of 49,994 shares — an estimated $1.05M sold.

Commonwealth Financial Services first reported a position in RWM in Q4 2023 and held it in 3 quarters. The position peaked at $1.05M in Q2 2024. 38 funds tracked by Wall St. Rank hold RWM as of Q3 2024.

  • Commonwealth Financial Services reported no remaining ProShares Short Russell2000 position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Financial Services sold 49,994 ProShares Short Russell2000 shares in Q3 2024, an estimated $1.05M.
  • Commonwealth Financial Services first reported a position in ProShares Short Russell2000 in Q4 2023 and held it in 3 quarters.
  • Commonwealth Financial Services's ProShares Short Russell2000 position peaked at $1.05M in Q2 2024.
  • 38 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2024.

Based on Commonwealth Financial Services's 13F filing for Q3 2024, filed 22 Oct 2024.