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Sunbelt Securities’s ProShares Short Russell2000 RWM Stock Holding History

Sunbelt Securities’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
Q2 		– Sell
-1,175
Closed -$23.6K – 1806
2024
Q1 		$23.6K Sell
1,175
-78
-6% -$1.66K ﹤0.01% 1056
2023
Q4 		$26.4K Buy
1,253
+666
+113% +$16K ﹤0.01% 963
2023
Q3 		$14.2K Hold
587
– – ﹤0.01% 1079
2023
Q2 		$13.4K Hold
587
– – ﹤0.01% 1111
2023
Q1 		$14.3K Buy
+587
New +$13.7K ﹤0.01% 1036

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
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
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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASFA
All Season Financial Advisors Denver, Colorado $117M AUM 25.93% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Sunbelt Securities's RWM Position: Q2 2024 in Review

Sunbelt Securities sold out of ProShares Short Russell2000 (RWM) in Q2 2024, closing a stake of 1,175 shares — an estimated $23.6K sold.

Sunbelt Securities first reported a position in RWM in Q1 2023 and held it in 5 quarters. The position peaked at $26.4K in Q4 2023. 40 funds tracked by Wall St. Rank hold RWM as of Q2 2024.

  • Sunbelt Securities reported no remaining ProShares Short Russell2000 position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,175 ProShares Short Russell2000 shares in Q2 2024, an estimated $23.6K.
  • Sunbelt Securities first reported a position in ProShares Short Russell2000 in Q1 2023 and held it in 5 quarters.
  • Sunbelt Securities's ProShares Short Russell2000 position peaked at $26.4K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2024.

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