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Professional Financial Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Professional Financial 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
Q1 		– Sell
-39,260
Closed -$966K – 77
2022
Q4 		$966K Buy
39,260
+31,300
+393% +$761K 0.65% 31
2022
Q3 		$210K Buy
+7,960
New +$192K 0.13% 72

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Professional Financial Advisors's RWM Position: Q1 2023 in Review

Professional Financial Advisors sold out of ProShares Short Russell2000 (RWM) in Q1 2023, closing a stake of 39,260 shares — an estimated $966K sold.

Professional Financial Advisors first reported a position in RWM in Q3 2022 and held it in 2 quarters. The position peaked at $966K in Q4 2022. 75 funds tracked by Wall St. Rank hold RWM as of Q1 2023.

  • Professional Financial Advisors reported no remaining ProShares Short Russell2000 position as of Q1 2023 after selling out during the quarter.
  • Professional Financial Advisors sold 39,260 ProShares Short Russell2000 shares in Q1 2023, an estimated $966K.
  • Professional Financial Advisors first reported a position in ProShares Short Russell2000 in Q3 2022 and held it in 2 quarters.
  • Professional Financial Advisors's ProShares Short Russell2000 position peaked at $966K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2023.

Based on Professional Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.