HWMA
RALS

Heritage Wealth Management (Arizona)’s ProShares RAFI Long/Short RALS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio RALS Stock Details RALS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-116
Closed -$4K – 950
2021
Q1 		$4K Buy
+116
New +$3.69K ﹤0.01% 676

Other funds holding RALS

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RALS Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of ProShares RAFI Long/Short (RALS) in Q2 2021, closing a stake of 116 shares — an estimated $4K sold.

Heritage Wealth Management (Arizona) first reported a position in RALS in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 9 funds tracked by Wall St. Rank hold RALS as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining ProShares RAFI Long/Short position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 116 ProShares RAFI Long/Short shares in Q2 2021, an estimated $4K.
  • Heritage Wealth Management (Arizona) first reported a position in ProShares RAFI Long/Short in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s ProShares RAFI Long/Short position peaked at $4K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held ProShares RAFI Long/Short as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.