Sunbelt Securities
DWSH icon

Sunbelt Securities’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Sunbelt Securities’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
Q2 		– Sell
-4,262
Closed -$29.8K – 1777
2024
Q1 		$29.8K Hold
4,262
– – ﹤0.01% 999
2023
Q4 		$30K Buy
+4,262
New +$38.5K ﹤0.01% 922

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Jane Street
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CIBC World Market
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Osaic Holdings
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EverSource Wealth Advisors
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UBS Group
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Global Retirement Partners
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Wells Fargo
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Sunbelt Securities's DWSH Position: Q2 2024 in Review

Sunbelt Securities sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q2 2024, closing a stake of 4,262 shares — an estimated $29.8K sold.

Sunbelt Securities first reported a position in DWSH in Q4 2023 and held it in 2 quarters. The position peaked at $30K in Q4 2023. 9 funds tracked by Wall St. Rank hold DWSH as of Q2 2024.

  • Sunbelt Securities reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 4,262 AdvisorShares Dorsey Wright Short ETF shares in Q2 2024, an estimated $29.8K.
  • Sunbelt Securities first reported a position in AdvisorShares Dorsey Wright Short ETF in Q4 2023 and held it in 2 quarters.
  • Sunbelt Securities's AdvisorShares Dorsey Wright Short ETF position peaked at $30K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.