LMKC
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L.M. Kohn & Company’s ProShares Short Russell2000 RWM Stock Holding History

L.M. Kohn & Company’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
2023
Q3 		– Sell
-11,775
Closed -$269K – 250
2023
Q2 		$269K Buy
11,775
+352
+3% +$8.49K 0.1% 182
2023
Q1 		$274K Buy
+11,423
New +$267K 0.11% 171

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UBS Group
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VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

L.M. Kohn & Company's RWM Position: Q3 2023 in Review

L.M. Kohn & Company sold out of ProShares Short Russell2000 (RWM) in Q3 2023, closing a stake of 11,775 shares — an estimated $269K sold.

L.M. Kohn & Company first reported a position in RWM in Q1 2023 and held it in 2 quarters. The position peaked at $274K in Q1 2023. 64 funds tracked by Wall St. Rank hold RWM as of Q3 2023.

  • L.M. Kohn & Company reported no remaining ProShares Short Russell2000 position as of Q3 2023 after selling out during the quarter.
  • L.M. Kohn & Company sold 11,775 ProShares Short Russell2000 shares in Q3 2023, an estimated $269K.
  • L.M. Kohn & Company first reported a position in ProShares Short Russell2000 in Q1 2023 and held it in 2 quarters.
  • L.M. Kohn & Company's ProShares Short Russell2000 position peaked at $274K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2023.

Based on L.M. Kohn & Company's 13F filing for Q3 2023, filed 6 Nov 2023.