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SVB Wealth’s ProShares Short Russell2000 RWM Stock Holding History

SVB Wealth’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
Q2 		– Sell
-32,554
Closed -$780K – 995
2023
Q1 		$780K Buy
32,554
+1,812
+6% +$42.4K 0.01% 430
2022
Q4 		$756K Sell
30,742
-105
-0.3% -$2.55K 0.01% 462
2022
Q3 		$813K Buy
30,847
+4,695
+18% +$113K 0.01% 411
2022
Q2 		$681K Buy
26,152
+775
+3% +$18.9K 0.01% 387
2022
Q1 		$561K Buy
+25,377
New +$572K 0.01% 431

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

SVB Wealth's RWM Position: Q2 2023 in Review

SVB Wealth sold out of ProShares Short Russell2000 (RWM) in Q2 2023, closing a stake of 32,554 shares — an estimated $780K sold.

SVB Wealth first reported a position in RWM in Q1 2022 and held it in 5 quarters. The position peaked at $813K in Q3 2022. 69 funds tracked by Wall St. Rank hold RWM as of Q2 2023.

  • SVB Wealth reported no remaining ProShares Short Russell2000 position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 32,554 ProShares Short Russell2000 shares in Q2 2023, an estimated $780K.
  • SVB Wealth first reported a position in ProShares Short Russell2000 in Q1 2022 and held it in 5 quarters.
  • SVB Wealth's ProShares Short Russell2000 position peaked at $813K in Q3 2022.
  • 69 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.