KWM
DWSH icon

Kingsview Wealth Management’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Kingsview Wealth Management’s Portfolio DWSH Stock Details DWSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-17,100
Closed -$326K – 739
2020
Q3 		$326K Hold
17,100
– – 0.03% 458
2020
Q2 		$331K Buy
+17,100
New +$425K 0.03% 419

Other funds holding DWSH

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kingsview Wealth Management's DWSH Position: Q4 2020 in Review

Kingsview Wealth Management sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q4 2020, closing a stake of 17,100 shares — an estimated $326K sold.

Kingsview Wealth Management first reported a position in DWSH in Q2 2020 and held it in 2 quarters. The position peaked at $331K in Q2 2020. 15 funds tracked by Wall St. Rank hold DWSH as of Q4 2020.

  • Kingsview Wealth Management reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,100 AdvisorShares Dorsey Wright Short ETF shares in Q4 2020, an estimated $326K.
  • Kingsview Wealth Management first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's AdvisorShares Dorsey Wright Short ETF position peaked at $331K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.