BAM
WFH

Belpointe Asset Management’s Direxion Work From Home ETF WFH Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,184
Closed -$54K – 3364
2023
Q1 		$54K Sell
1,184
-6,610
-85% -$291K ﹤0.01% 1657
2022
Q4 		$315K Buy
7,794
+3,074
+65% +$129K 0.02% 711
2022
Q3 		$201K Buy
+4,720
New +$228K 0.01% 835

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Belpointe Asset Management's WFH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Direxion Work From Home ETF (WFH) in Q2 2023, closing a stake of 1,184 shares — an estimated $54K sold.

Belpointe Asset Management first reported a position in WFH in Q3 2022 and held it in 3 quarters. The position peaked at $315K in Q4 2022. 20 funds tracked by Wall St. Rank hold WFH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Direxion Work From Home ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,184 Direxion Work From Home ETF shares in Q2 2023, an estimated $54K.
  • Belpointe Asset Management first reported a position in Direxion Work From Home ETF in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Direxion Work From Home ETF position peaked at $315K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.