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Pasadena Private Wealth’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Pasadena Private Wealth’s Portfolio DWSH Stock Details DWSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-394,610
Closed -$12.2M – 80
2020
Q1 		$12.2M Buy
+394,610
New +$11M 5.02% 5

Other funds holding DWSH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

Pasadena Private Wealth's DWSH Position: Q2 2020 in Review

Pasadena Private Wealth sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q2 2020, closing a stake of 394,610 shares — an estimated $12.2M sold.

Pasadena Private Wealth first reported a position in DWSH in Q1 2020 and held it in 1 quarter. The position peaked at $12.2M in Q1 2020. 27 funds tracked by Wall St. Rank hold DWSH as of Q2 2020.

  • Pasadena Private Wealth reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q2 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 394,610 AdvisorShares Dorsey Wright Short ETF shares in Q2 2020, an estimated $12.2M.
  • Pasadena Private Wealth first reported a position in AdvisorShares Dorsey Wright Short ETF in Q1 2020 and held it in 1 quarter.
  • Pasadena Private Wealth's AdvisorShares Dorsey Wright Short ETF position peaked at $12.2M in Q1 2020.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q2 2020.

Based on Pasadena Private Wealth's 13F filing for Q2 2020, filed 5 Aug 2020.