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Moneta Group Investment Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-14,589
Closed -$350K – 567
2023
Q1 		$350K Buy
+14,589
New +$342K 0.01% 387

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Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

Moneta Group Investment Advisors's RWM Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of ProShares Short Russell2000 (RWM) in Q2 2023, closing a stake of 14,589 shares — an estimated $350K sold.

Moneta Group Investment Advisors first reported a position in RWM in Q1 2023 and held it in 1 quarter. The position peaked at $350K in Q1 2023. 69 funds tracked by Wall St. Rank hold RWM as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining ProShares Short Russell2000 position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 14,589 ProShares Short Russell2000 shares in Q2 2023, an estimated $350K.
  • Moneta Group Investment Advisors first reported a position in ProShares Short Russell2000 in Q1 2023 and held it in 1 quarter.
  • Moneta Group Investment Advisors's ProShares Short Russell2000 position peaked at $350K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.