Fidelity Investments
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Fidelity Investments’s ProShares Short Russell2000 RWM Stock Holding History

Fidelity Investments’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
Q2 		– Sell
-1
Closed -$20 – 5599
2024
Q1 		$20 Sell
1
-142
-99% -$3.03K ﹤0.01% 5192
2023
Q4 		$3.01K Buy
+143
New +$3.44K ﹤0.01% 4573
2020
Q2 		– Sell
-500
Closed -$24K – 4093
2020
Q1 		$24K Buy
+500
New +$20.6K ﹤0.01% 2916
2019
Q1 		– Sell
-1
Closed – – 4129
2018
Q4 		$0 Buy
+1
New +$43 ﹤0.01% 4067

Other funds holding RWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASFA
All Season Financial Advisors Denver, Colorado $117M AUM 25.93% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Fidelity Investments's RWM Position: Q2 2024 in Review

Fidelity Investments sold out of ProShares Short Russell2000 (RWM) in Q2 2024, closing a stake of 1 share — an estimated $20 sold.

Fidelity Investments first reported a position in RWM in Q4 2018 and held it in 4 quarters. The position peaked at $24K in Q1 2020. 40 funds tracked by Wall St. Rank hold RWM as of Q2 2024.

  • Fidelity Investments reported no remaining ProShares Short Russell2000 position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 ProShares Short Russell2000 share in Q2 2024, an estimated $20.
  • Fidelity Investments first reported a position in ProShares Short Russell2000 in Q4 2018 and held it in 4 quarters.
  • Fidelity Investments's ProShares Short Russell2000 position peaked at $24K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.