EFG
DWSH icon

Embree Financial Group’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Embree Financial Group’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
2024
Q1 		– Sell
-10,000
Closed -$70.4K – 193
2023
Q4 		$70.4K Buy
+10,000
New +$90.3K 0.01% 181

Other funds holding DWSH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Embree Financial Group's DWSH Position: Q1 2024 in Review

Embree Financial Group sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q1 2024, closing a stake of 10,000 shares — an estimated $70.4K sold.

Embree Financial Group first reported a position in DWSH in Q4 2023 and held it in 1 quarter. The position peaked at $70.4K in Q4 2023. 9 funds tracked by Wall St. Rank hold DWSH as of Q1 2024.

  • Embree Financial Group reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q1 2024 after selling out during the quarter.
  • Embree Financial Group sold 10,000 AdvisorShares Dorsey Wright Short ETF shares in Q1 2024, an estimated $70.4K.
  • Embree Financial Group first reported a position in AdvisorShares Dorsey Wright Short ETF in Q4 2023 and held it in 1 quarter.
  • Embree Financial Group's AdvisorShares Dorsey Wright Short ETF position peaked at $70.4K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q1 2024.

Based on Embree Financial Group's 13F filing for Q1 2024, filed 3 May 2024.