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RFP Financial Group’s ProShares Short Russell2000 RWM Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-100
Closed -$2.08K – 646
2024
Q2 		$2.08K Hold
100
– – ﹤0.01% 707
2024
Q1 		$2.01K Hold
100
– – ﹤0.01% 675
2023
Q4 		$2.11K Hold
100
– – ﹤0.01% 678
2023
Q3 		$2.42K Hold
100
– – ﹤0.01% 625
2023
Q2 		$2.28K Hold
100
– – ﹤0.01% 681
2023
Q1 		$2.4K Hold
100
– – ﹤0.01% 491
2022
Q4 		$2.46K Buy
+100
New +$2.43K ﹤0.01% 621

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RFP Financial Group's RWM Position: Q3 2024 in Review

RFP Financial Group sold out of ProShares Short Russell2000 (RWM) in Q3 2024, closing a stake of 100 shares — an estimated $2.08K sold.

RFP Financial Group first reported a position in RWM in Q4 2022 and held it in 7 quarters. The position peaked at $2.46K in Q4 2022. 38 funds tracked by Wall St. Rank hold RWM as of Q3 2024.

  • RFP Financial Group reported no remaining ProShares Short Russell2000 position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 100 ProShares Short Russell2000 shares in Q3 2024, an estimated $2.08K.
  • RFP Financial Group first reported a position in ProShares Short Russell2000 in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's ProShares Short Russell2000 position peaked at $2.46K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.