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L.J. Altfest & Co’s ProShares Short Russell2000 RWM Stock Holding History

L.J. Altfest & Co’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
Q1 		– Sell
-15,775
Closed -$329K – 284
2021
Q4 		$329K Sell
15,775
-127,909
-89% -$2.66M 0.06% 199
2021
Q3 		$3.1M Sell
143,684
-265,789
-65% -$5.72M 0.65% 27
2021
Q2 		$8.58M Buy
409,473
+143,995
+54% +$3.1M 1.85% 14
2021
Q1 		$5.85M Buy
+265,478
New +$6.01M 1.38% 14

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

L.J. Altfest & Co's RWM Position: Q1 2022 in Review

L.J. Altfest & Co sold out of ProShares Short Russell2000 (RWM) in Q1 2022, closing a stake of 15,775 shares — an estimated $329K sold.

L.J. Altfest & Co first reported a position in RWM in Q1 2021 and held it in 4 quarters. The position peaked at $8.58M in Q2 2021. 65 funds tracked by Wall St. Rank hold RWM as of Q1 2022.

  • L.J. Altfest & Co reported no remaining ProShares Short Russell2000 position as of Q1 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 15,775 ProShares Short Russell2000 shares in Q1 2022, an estimated $329K.
  • L.J. Altfest & Co first reported a position in ProShares Short Russell2000 in Q1 2021 and held it in 4 quarters.
  • L.J. Altfest & Co's ProShares Short Russell2000 position peaked at $8.58M in Q2 2021.
  • 65 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2022.

Based on L.J. Altfest & Co's 13F filing for Q1 2022, filed 2 May 2022.