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Vista Finance’s ProShares Short Russell2000 RWM Stock Holding History

Vista Finance’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
-54,421
Closed -$1.09M – 25
2024
Q1 		$1.09M Sell
54,421
-211,744
-80% -$4.51M 2.72% 13
2023
Q4 		$5.61M Sell
266,165
-44,424
-14% -$1.07M 11.9% 4
2023
Q3 		$7.52M Buy
310,589
+29,832
+11% +$684K 10.96% 5
2023
Q2 		$6.41M Buy
280,757
+604
+0.2% +$14.6K 10% 5
2023
Q1 		$6.72M Buy
280,153
+4,357
+2% +$102K 9.51% 5
2022
Q4 		$6.78M Buy
275,796
+28,215
+11% +$686K 9.54% 5
2022
Q3 		$6.53M Buy
247,581
+100,779
+69% +$2.43M 7.93% 6
2022
Q2 		$3.82M Buy
+146,802
New +$3.58M 5% 9

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

Vista Finance's RWM Position: Q2 2024 in Review

Vista Finance sold out of ProShares Short Russell2000 (RWM) in Q2 2024, closing a stake of 54,421 shares — an estimated $1.09M sold.

Vista Finance first reported a position in RWM in Q2 2022 and held it in 8 quarters. The position peaked at $7.52M in Q3 2023. 40 funds tracked by Wall St. Rank hold RWM as of Q2 2024.

  • Vista Finance reported no remaining ProShares Short Russell2000 position as of Q2 2024 after selling out during the quarter.
  • Vista Finance sold 54,421 ProShares Short Russell2000 shares in Q2 2024, an estimated $1.09M.
  • Vista Finance first reported a position in ProShares Short Russell2000 in Q2 2022 and held it in 8 quarters.
  • Vista Finance's ProShares Short Russell2000 position peaked at $7.52M in Q3 2023.
  • 40 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2024.

Based on Vista Finance's 13F filing for Q2 2024, filed 7 Aug 2024.