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Optimum Investment Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Optimum 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
2020
Q4 		– Sell
-1,000
Closed -$34K – 935
2020
Q3 		$34K Buy
+1,000
New +$34.2K 0.01% 512

Other funds holding RWM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return

Optimum Investment Advisors's RWM Position: Q4 2020 in Review

Optimum Investment Advisors sold out of ProShares Short Russell2000 (RWM) in Q4 2020, closing a stake of 1,000 shares — an estimated $34K sold.

Optimum Investment Advisors first reported a position in RWM in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 42 funds tracked by Wall St. Rank hold RWM as of Q4 2020.

  • Optimum Investment Advisors reported no remaining ProShares Short Russell2000 position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 ProShares Short Russell2000 shares in Q4 2020, an estimated $34K.
  • Optimum Investment Advisors first reported a position in ProShares Short Russell2000 in Q3 2020 and held it in 1 quarter.
  • Optimum Investment Advisors's ProShares Short Russell2000 position peaked at $34K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.