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TCI Wealth Advisors’s ProShares Short Russell2000 RWM Stock Holding History

TCI Wealth Advisors’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
2022
Q4 		– Sell
-500
Closed -$13K – 2630
2022
Q3 		$13K Hold
500
– – ﹤0.01% 878
2022
Q2 		$13K Hold
500
– – ﹤0.01% 869
2022
Q1 		$11K Buy
+500
New +$11.3K ﹤0.01% 1060

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

TCI Wealth Advisors's RWM Position: Q4 2022 in Review

TCI Wealth Advisors sold out of ProShares Short Russell2000 (RWM) in Q4 2022, closing a stake of 500 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in RWM in Q1 2022 and held it in 3 quarters. The position peaked at $13K in Q3 2022. 82 funds tracked by Wall St. Rank hold RWM as of Q4 2022.

  • TCI Wealth Advisors reported no remaining ProShares Short Russell2000 position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 500 ProShares Short Russell2000 shares in Q4 2022, an estimated $13K.
  • TCI Wealth Advisors first reported a position in ProShares Short Russell2000 in Q1 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's ProShares Short Russell2000 position peaked at $13K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.