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Steward Partners Investment Advisory’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Steward Partners Investment Advisory’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
2023
Q4 		– Sell
-970
Closed -$8.9K – 3503
2023
Q3 		$8.9K Hold
970
– – ﹤0.01% 2637
2023
Q2 		$8.48K Hold
970
– – ﹤0.01% 2622
2023
Q1 		$8.79K Hold
970
– – ﹤0.01% 2585
2022
Q4 		$9.66K Hold
970
– – ﹤0.01% 2552
2022
Q3 		$11K Sell
970
-485
-33% -$4.68K ﹤0.01% 2480
2022
Q2 		$15K Hold
1,455
– – ﹤0.01% 2345
2022
Q1 		$12K Hold
1,455
– – ﹤0.01% 2581
2021
Q4 		$12K Hold
1,455
– – ﹤0.01% 2522
2021
Q3 		$13K Hold
1,455
– – ﹤0.01% 2499
2021
Q2 		$12K Buy
+1,455
New +$12.9K ﹤0.01% 5712

Other funds holding DWSH

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Steward Partners Investment Advisory's DWSH Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q4 2023, closing a stake of 970 shares — an estimated $8.9K sold.

Steward Partners Investment Advisory first reported a position in DWSH in Q2 2021 and held it in 10 quarters. The position peaked at $15K in Q2 2022. 13 funds tracked by Wall St. Rank hold DWSH as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 970 AdvisorShares Dorsey Wright Short ETF shares in Q4 2023, an estimated $8.9K.
  • Steward Partners Investment Advisory first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2021 and held it in 10 quarters.
  • Steward Partners Investment Advisory's AdvisorShares Dorsey Wright Short ETF position peaked at $15K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.