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Heritage Wealth Management (Arizona)’s ProShares Short Russell2000 RWM Stock Holding History

Heritage Wealth Management (Arizona)’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 		$2.41K Buy
98
+49
+100% +$1.19K ﹤0.01% 962
2022
Q3 		$1K Hold
49
– – ﹤0.01% 966
2022
Q2 		$1.28K Sell
49
-55
-53% -$1.34K ﹤0.01% 914
2022
Q1 		$2K Buy
+104
New +$2.35K ﹤0.01% 908
2021
Q3 		$2K Sell
104
-71
-41% -$1.53K ﹤0.01% 829
2021
Q2 		$4K Sell
175
-88
-33% -$1.9K ﹤0.01% 789
2021
Q1 		$6K Buy
+263
New +$5.96K ﹤0.01% 634

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 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 $671M AUM 54.21% 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 $697M AUM 29.98% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RWM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ProShares Short Russell2000 (RWM) stake by 100% in Q4 2022, buying an estimated $1.19K and bringing the position to 98 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Heritage Wealth Management (Arizona) first reported a position in RWM in Q1 2021 and has held it in 7 quarters since. The position peaked at $6K in Q1 2021. 82 funds tracked by Wall St. Rank hold RWM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 98 shares of ProShares Short Russell2000 worth $2.41K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 49 ProShares Short Russell2000 shares in Q4 2022, an estimated $1.19K.
  • ProShares Short Russell2000 made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #962 holding.
  • Heritage Wealth Management (Arizona) first reported a position in ProShares Short Russell2000 in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s ProShares Short Russell2000 position peaked at $6K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.