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Lowe Wealth Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Lowe Wealth Advisors’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
-1,000
Closed -$22.8K – 349
2023
Q2 		$22.8K Buy
+1,000
New +$24.1K 0.01% 151

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TC
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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

Lowe Wealth Advisors's RWM Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of ProShares Short Russell2000 (RWM) in Q3 2023, closing a stake of 1,000 shares — an estimated $22.8K sold.

Lowe Wealth Advisors first reported a position in RWM in Q2 2023 and held it in 1 quarter. The position peaked at $22.8K in Q2 2023. 64 funds tracked by Wall St. Rank hold RWM as of Q3 2023.

  • Lowe Wealth Advisors reported no remaining ProShares Short Russell2000 position as of Q3 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1,000 ProShares Short Russell2000 shares in Q3 2023, an estimated $22.8K.
  • Lowe Wealth Advisors first reported a position in ProShares Short Russell2000 in Q2 2023 and held it in 1 quarter.
  • Lowe Wealth Advisors's ProShares Short Russell2000 position peaked at $22.8K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.