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Valley National Advisers’s ProShares Short Russell2000 RWM Stock Holding History

Valley National Advisers’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
-250
Closed -$6K – 960
2022
Q3 		$6K Buy
+250
New +$6.04K ﹤0.01% 661

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

Valley National Advisers's RWM Position: Q4 2022 in Review

Valley National Advisers sold out of ProShares Short Russell2000 (RWM) in Q4 2022, closing a stake of 250 shares — an estimated $6K sold.

Valley National Advisers first reported a position in RWM in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 82 funds tracked by Wall St. Rank hold RWM as of Q4 2022.

  • Valley National Advisers reported no remaining ProShares Short Russell2000 position as of Q4 2022 after selling out during the quarter.
  • Valley National Advisers sold 250 ProShares Short Russell2000 shares in Q4 2022, an estimated $6K.
  • Valley National Advisers first reported a position in ProShares Short Russell2000 in Q3 2022 and held it in 1 quarter.
  • Valley National Advisers's ProShares Short Russell2000 position peaked at $6K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2022.

Based on Valley National Advisers's 13F filing for Q4 2022, filed 12 Jan 2023.