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Samalin Investment Counsel’s ProShares Short Russell2000 RWM Stock Holding History

Samalin Investment Counsel’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
2022
Q1 		– Sell
-16,371
Closed -$342K – 264
2021
Q4 		$342K Buy
16,371
+3,441
+27% +$71.6K 0.21% 154
2021
Q3 		$279K Buy
+12,930
New +$278K 0.18% 175
2021
Q1 		– Sell
-18,898
Closed -$480K – 241
2020
Q4 		$480K Buy
+18,898
New +$548K 0.36% 84

Other funds holding RWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Samalin Investment Counsel's RWM Position: Q1 2022 in Review

Samalin Investment Counsel sold out of ProShares Short Russell2000 (RWM) in Q1 2022, closing a stake of 16,371 shares — an estimated $342K sold.

Samalin Investment Counsel first reported a position in RWM in Q4 2020 and held it in 3 quarters. The position peaked at $480K in Q4 2020. 65 funds tracked by Wall St. Rank hold RWM as of Q1 2022.

  • Samalin Investment Counsel reported no remaining ProShares Short Russell2000 position as of Q1 2022 after selling out during the quarter.
  • Samalin Investment Counsel sold 16,371 ProShares Short Russell2000 shares in Q1 2022, an estimated $342K.
  • Samalin Investment Counsel first reported a position in ProShares Short Russell2000 in Q4 2020 and held it in 3 quarters.
  • Samalin Investment Counsel's ProShares Short Russell2000 position peaked at $480K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2022.

Based on Samalin Investment Counsel's 13F filing for Q1 2022, filed 16 May 2022.