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Asset Dedication LLC’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Asset Dedication LLC’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed – – 1054
2023
Q3 		$0 Buy
+12
New +$275 ﹤0.01% 1055
2023
Q2 		– Sell
-15
Closed – – 1031
2023
Q1 		$0 Hold
15
– – ﹤0.01% 1067
2022
Q4 		$0 Hold
15
– – ﹤0.01% 1125
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1001
2022
Q2 		$0 Hold
15
– – ﹤0.01% 916
2022
Q1 		$1K Hold
15
– – ﹤0.01% 950
2021
Q4 		$1K Hold
15
– – ﹤0.01% 899
2021
Q3 		$1K Hold
15
– – ﹤0.01% 982
2021
Q2 		$1K Buy
+15
New +$578 ﹤0.01% 829

Other funds holding SOXL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Asset Dedication LLC sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2023, closing a stake of 12 shares.

Asset Dedication LLC first reported a position in SOXL in Q2 2021 and held it in 9 quarters. The position peaked at $1K in Q1 2022. 97 funds tracked by Wall St. Rank hold SOXL as of Q4 2023.

  • Asset Dedication LLC reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 12 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2023.
  • Asset Dedication LLC first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2021 and held it in 9 quarters.
  • Asset Dedication LLC's Direxion Daily Semiconductor Bull 3X ETF position peaked at $1K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2023.

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