WWM
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Whalen Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Whalen Wealth Management’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
Q1 		– Sell
-94,649
Closed -$2M – 155
2023
Q4 		$2M Buy
+94,649
New +$2.27M 1.8% 8

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Whalen Wealth Management's RWM Position: Q1 2024 in Review

Whalen Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q1 2024, closing a stake of 94,649 shares — an estimated $2M sold.

Whalen Wealth Management first reported a position in RWM in Q4 2023 and held it in 1 quarter. The position peaked at $2M in Q4 2023. 48 funds tracked by Wall St. Rank hold RWM as of Q1 2024.

  • Whalen Wealth Management reported no remaining ProShares Short Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 94,649 ProShares Short Russell2000 shares in Q1 2024, an estimated $2M.
  • Whalen Wealth Management first reported a position in ProShares Short Russell2000 in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's ProShares Short Russell2000 position peaked at $2M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.