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Coppell Advisory Solutions’s ProShares Short Russell2000 RWM Stock Holding History

Coppell Advisory Solutions’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
-137
Closed -$2.85K – 1950
2024
Q2 		$2.85K Buy
+137
New +$2.88K ﹤0.01% 1322
2023
Q4 		$3.56K Buy
+169
New +$4.06K ﹤0.01% 1183

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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

Coppell Advisory Solutions's RWM Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of ProShares Short Russell2000 (RWM) in Q3 2024, closing a stake of 137 shares — an estimated $2.85K sold.

Coppell Advisory Solutions first reported a position in RWM in Q4 2023 and held it in 2 quarters. The position peaked at $3.56K in Q4 2023. 38 funds tracked by Wall St. Rank hold RWM as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining ProShares Short Russell2000 position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 137 ProShares Short Russell2000 shares in Q3 2024, an estimated $2.85K.
  • Coppell Advisory Solutions first reported a position in ProShares Short Russell2000 in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's ProShares Short Russell2000 position peaked at $3.56K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.