AF
WFH

Advisornet Financial’s Direxion Work From Home ETF WFH Stock Holding History

Advisornet Financial’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$4K – 2500
2022
Q3 		$4K Hold
100
– – ﹤0.01% 1578
2022
Q2 		$5K Hold
100
– – ﹤0.01% 1523
2022
Q1 		$7K Hold
100
– – ﹤0.01% 1547
2021
Q4 		$7K Hold
100
– – ﹤0.01% 1596
2021
Q3 		$7K Hold
100
– – ﹤0.01% 1561
2021
Q2 		$8K Hold
100
– – ﹤0.01% 1484
2021
Q1 		$7K Buy
+100
New +$7.01K ﹤0.01% 1455
2020
Q4 		– Sell
-2
Closed – – 1853
2020
Q3 		$0 Buy
+2
New +$107 ﹤0.01% 1900

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's WFH Position: Q4 2022 in Review

Advisornet Financial sold out of Direxion Work From Home ETF (WFH) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Advisornet Financial first reported a position in WFH in Q3 2020 and held it in 8 quarters. The position peaked at $8K in Q2 2021. 26 funds tracked by Wall St. Rank hold WFH as of Q4 2022.

  • Advisornet Financial reported no remaining Direxion Work From Home ETF position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 100 Direxion Work From Home ETF shares in Q4 2022, an estimated $4K.
  • Advisornet Financial first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 8 quarters.
  • Advisornet Financial's Direxion Work From Home ETF position peaked at $8K in Q2 2021.
  • 26 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.