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Barrett & Company’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Barrett & Company’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
2024
Q4 		– Sell
-1,962
Closed -$72K – 618
2024
Q3 		$72K Buy
1,962
+6
+0.3% +$246 0.03% 227
2024
Q2 		$108K Buy
+1,956
New +$91K 0.05% 184

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Barrett & Company's SOXL Position: Q4 2024 in Review

Barrett & Company sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2024, closing a stake of 1,962 shares — an estimated $72K sold.

Barrett & Company first reported a position in SOXL in Q2 2024 and held it in 2 quarters. The position peaked at $108K in Q2 2024. 114 funds tracked by Wall St. Rank hold SOXL as of Q4 2024.

  • Barrett & Company reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2024 after selling out during the quarter.
  • Barrett & Company sold 1,962 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2024, an estimated $72K.
  • Barrett & Company first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2024 and held it in 2 quarters.
  • Barrett & Company's Direxion Daily Semiconductor Bull 3X ETF position peaked at $108K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2024.

Based on Barrett & Company's 13F filing for Q4 2024, filed 28 Jan 2025.