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Park Edge Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Park Edge 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
2024
Q1 		– Sell
-83,997
Closed -$1.77M – 131
2023
Q4 		$1.77M Buy
83,997
+55,037
+190% +$1.32M 0.61% 17
2023
Q3 		$701K Buy
+28,960
New +$664K 0.25% 48

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Morgan Stanley
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Park Edge Advisors's RWM Position: Q1 2024 in Review

Park Edge Advisors sold out of ProShares Short Russell2000 (RWM) in Q1 2024, closing a stake of 83,997 shares — an estimated $1.77M sold.

Park Edge Advisors first reported a position in RWM in Q3 2023 and held it in 2 quarters. The position peaked at $1.77M in Q4 2023. 48 funds tracked by Wall St. Rank hold RWM as of Q1 2024.

  • Park Edge Advisors reported no remaining ProShares Short Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Park Edge Advisors sold 83,997 ProShares Short Russell2000 shares in Q1 2024, an estimated $1.77M.
  • Park Edge Advisors first reported a position in ProShares Short Russell2000 in Q3 2023 and held it in 2 quarters.
  • Park Edge Advisors's ProShares Short Russell2000 position peaked at $1.77M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2024.

Based on Park Edge Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.