PFO
DWSH icon

Pathstone Family Office’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Pathstone Family Office’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
Q3 		– Sell
-3,000
Closed -$58K – 846
2020
Q2 		$58K Buy
+3,000
New +$74.6K 0.01% 298

Other funds holding DWSH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Pathstone Family Office's DWSH Position: Q3 2020 in Review

Pathstone Family Office sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q3 2020, closing a stake of 3,000 shares — an estimated $58K sold.

Pathstone Family Office first reported a position in DWSH in Q2 2020 and held it in 1 quarter. The position peaked at $58K in Q2 2020. 24 funds tracked by Wall St. Rank hold DWSH as of Q3 2020.

  • Pathstone Family Office reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q3 2020 after selling out during the quarter.
  • Pathstone Family Office sold 3,000 AdvisorShares Dorsey Wright Short ETF shares in Q3 2020, an estimated $58K.
  • Pathstone Family Office first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2020 and held it in 1 quarter.
  • Pathstone Family Office's AdvisorShares Dorsey Wright Short ETF position peaked at $58K in Q2 2020.
  • 24 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q3 2020.

Based on Pathstone Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.