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Financial Advocates Investment Management’s ProShares Short Russell2000 RWM Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-183,942
Closed -$4.85M – 849
2022
Q3 		$4.85M Sell
183,942
-21,342
-10% -$515K 0.4% 61
2022
Q2 		$5.35M Buy
205,284
+20,621
+11% +$503K 0.43% 51
2022
Q1 		$4.08M Buy
184,663
+12,313
+7% +$278K 0.27% 94
2021
Q4 		$3.6M Buy
+172,350
New +$3.59M 0.23% 110

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $785M AUM 57.09% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Financial Advocates Investment Management's RWM Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of ProShares Short Russell2000 (RWM) in Q4 2022, closing a stake of 183,942 shares — an estimated $4.85M sold.

Financial Advocates Investment Management first reported a position in RWM in Q4 2021 and held it in 4 quarters. The position peaked at $5.35M in Q2 2022. 82 funds tracked by Wall St. Rank hold RWM as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining ProShares Short Russell2000 position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 183,942 ProShares Short Russell2000 shares in Q4 2022, an estimated $4.85M.
  • Financial Advocates Investment Management first reported a position in ProShares Short Russell2000 in Q4 2021 and held it in 4 quarters.
  • Financial Advocates Investment Management's ProShares Short Russell2000 position peaked at $5.35M in Q2 2022.
  • 82 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.