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Strategic Wealth Partners’s ProShares Short Russell2000 RWM Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-17,696
Closed -$428K – 297
2023
Q3 		$428K Sell
17,696
-4,274
-19% -$98K 0.06% 217
2023
Q2 		$502K Buy
21,970
+8,774
+66% +$212K 0.06% 203
2023
Q1 		$316K Sell
13,196
-2,300
-15% -$53.8K 0.05% 209
2022
Q4 		$381K Buy
15,496
+6,030
+64% +$147K 0.07% 193
2022
Q3 		$250K Buy
+9,466
New +$229K 0.05% 240

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
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strategic Wealth Partners's RWM Position: Q4 2023 in Review

Strategic Wealth Partners sold out of ProShares Short Russell2000 (RWM) in Q4 2023, closing a stake of 17,696 shares — an estimated $428K sold.

Strategic Wealth Partners first reported a position in RWM in Q3 2022 and held it in 5 quarters. The position peaked at $502K in Q2 2023. 61 funds tracked by Wall St. Rank hold RWM as of Q4 2023.

  • Strategic Wealth Partners reported no remaining ProShares Short Russell2000 position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 17,696 ProShares Short Russell2000 shares in Q4 2023, an estimated $428K.
  • Strategic Wealth Partners first reported a position in ProShares Short Russell2000 in Q3 2022 and held it in 5 quarters.
  • Strategic Wealth Partners's ProShares Short Russell2000 position peaked at $502K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2023.

Based on Strategic Wealth Partners's 13F filing for Q4 2023, filed 20 May 2024.