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EverSource Wealth Advisors’s ProShares Short Russell2000 RWM Stock Holding History

EverSource Wealth Advisors’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
-3
Closed -$57 – 3108
2024
Q2 		$57 Buy
+3
New +$63 ﹤0.01% 3022

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ASN
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
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LNWWM
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Jane Street
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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

EverSource Wealth Advisors's RWM Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of ProShares Short Russell2000 (RWM) in Q3 2024, closing a stake of 3 shares — an estimated $57 sold.

EverSource Wealth Advisors first reported a position in RWM in Q2 2024 and held it in 1 quarter. The position peaked at $57 in Q2 2024. 38 funds tracked by Wall St. Rank hold RWM as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining ProShares Short Russell2000 position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3 ProShares Short Russell2000 shares in Q3 2024, an estimated $57.
  • EverSource Wealth Advisors first reported a position in ProShares Short Russell2000 in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's ProShares Short Russell2000 position peaked at $57 in Q2 2024.
  • 38 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.