CPG
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Custom Portfolio Group’s ProShares Short Russell2000 RWM Stock Holding History

Custom Portfolio Group’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
Q1 		– Sell
-2,024
Closed -$42.7K – 243
2023
Q4 		$42.7K Buy
+2,024
New +$48.6K 0.04% 107

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Custom Portfolio Group's RWM Position: Q1 2024 in Review

Custom Portfolio Group sold out of ProShares Short Russell2000 (RWM) in Q1 2024, closing a stake of 2,024 shares — an estimated $42.7K sold.

Custom Portfolio Group first reported a position in RWM in Q4 2023 and held it in 1 quarter. The position peaked at $42.7K in Q4 2023. 48 funds tracked by Wall St. Rank hold RWM as of Q1 2024.

  • Custom Portfolio Group reported no remaining ProShares Short Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Custom Portfolio Group sold 2,024 ProShares Short Russell2000 shares in Q1 2024, an estimated $42.7K.
  • Custom Portfolio Group first reported a position in ProShares Short Russell2000 in Q4 2023 and held it in 1 quarter.
  • Custom Portfolio Group's ProShares Short Russell2000 position peaked at $42.7K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2024.

Based on Custom Portfolio Group's 13F filing for Q1 2024, filed 27 Aug 2024.