ADL
CLDL

Asset Dedication LLC’s Direxion Daily Cloud Computing Bull 2X Shares CLDL Stock Holding History

Asset Dedication LLC’s Portfolio CLDL Stock Details CLDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed – – 994
2023
Q3 		$0 Buy
+10
New +$88 ﹤0.01% 1000

Other funds holding CLDL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Asset Dedication LLC's CLDL Position: Q4 2023 in Review

Asset Dedication LLC sold out of Direxion Daily Cloud Computing Bull 2X Shares (CLDL) in Q4 2023, closing a stake of 10 shares.

Asset Dedication LLC first reported a position in CLDL in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 4 funds tracked by Wall St. Rank hold CLDL as of Q4 2023.

  • Asset Dedication LLC reported no remaining Direxion Daily Cloud Computing Bull 2X Shares position as of Q4 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 10 Direxion Daily Cloud Computing Bull 2X Shares shares in Q4 2023.
  • Asset Dedication LLC first reported a position in Direxion Daily Cloud Computing Bull 2X Shares in Q3 2023 and held it in 1 quarter.
  • Asset Dedication LLC's Direxion Daily Cloud Computing Bull 2X Shares position peaked at $0 in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Direxion Daily Cloud Computing Bull 2X Shares as of Q4 2023.

Based on Asset Dedication LLC's 13F filing for Q4 2023, filed 8 Feb 2024.