Raymond James Financial Services Advisors’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$84.7K	Sell	11,849 -24,742	-68%	-$181K	﹤0.01%	3313
2024 Q2	$275K	Buy	+36,591	New	+$270K	﹤0.01%	2927
2022 Q4	–	Sell	-704,754	Closed	-$7.82M	–	3303
2022 Q3	$7.82M	Buy	704,754 +507,588	+257%	+$4.89M	0.02%	724
2022 Q2	$2.06M	Buy	+197,166	New	+$1.87M	﹤0.01%	1424
2020 Q2	–	Sell	-6,860	Closed	-$244K	–	2841
2020 Q1	$244K	Buy	+6,860	New	+$191K	﹤0.01%	1966

Other funds holding DWSH

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors's DWSH Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its AdvisorShares Dorsey Wright Short ETF (DWSH) stake by 68% in Q3 2024, selling an estimated $181K and leaving 11,849 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Raymond James Financial Services Advisors first reported a position in DWSH in Q1 2020 and has held it in 5 quarters since. The position peaked at $7.82M in Q3 2022. 8 funds tracked by Wall St. Rank hold DWSH as of Q3 2024.

Raymond James Financial Services Advisors held 11,849 shares of AdvisorShares Dorsey Wright Short ETF worth $84.7K as of Q3 2024.
Raymond James Financial Services Advisors sold 24,742 AdvisorShares Dorsey Wright Short ETF shares in Q3 2024, an estimated $181K.
AdvisorShares Dorsey Wright Short ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3313 holding.
Raymond James Financial Services Advisors first reported a position in AdvisorShares Dorsey Wright Short ETF in Q1 2020 and has held it in 5 quarters since.
Raymond James Financial Services Advisors's AdvisorShares Dorsey Wright Short ETF position peaked at $7.82M in Q3 2022.
8 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.