BWP
WFH

Baldwin Wealth Partners’s Direxion Work From Home ETF WFH Stock Holding History

Baldwin Wealth Partners’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
2021
Q3 		– Sell
-200
Closed -$15K – 676
2021
Q2 		$15K Sell
200
-275
-58% -$19.7K ﹤0.01% 497
2021
Q1 		$32K Buy
+475
New +$33.3K ﹤0.01% 396

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Baldwin Wealth Partners's WFH Position: Q3 2021 in Review

Baldwin Wealth Partners sold out of Direxion Work From Home ETF (WFH) in Q3 2021, closing a stake of 200 shares — an estimated $15K sold.

Baldwin Wealth Partners first reported a position in WFH in Q1 2021 and held it in 2 quarters. The position peaked at $32K in Q1 2021. 49 funds tracked by Wall St. Rank hold WFH as of Q3 2021.

  • Baldwin Wealth Partners reported no remaining Direxion Work From Home ETF position as of Q3 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 200 Direxion Work From Home ETF shares in Q3 2021, an estimated $15K.
  • Baldwin Wealth Partners first reported a position in Direxion Work From Home ETF in Q1 2021 and held it in 2 quarters.
  • Baldwin Wealth Partners's Direxion Work From Home ETF position peaked at $32K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2021.

Based on Baldwin Wealth Partners's 13F filing for Q3 2021, filed 27 Oct 2021.