CAL
WFH

Capital Advisors Ltd’s Direxion Work From Home ETF WFH Stock Holding History

Capital Advisors Ltd’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
2022
Q1 		– Sell
-282
Closed -$21K – 1233
2021
Q4 		$21K Hold
282
– – ﹤0.01% 431
2021
Q3 		$21K Hold
282
– – ﹤0.01% 380
2021
Q2 		$21K Hold
282
– – ﹤0.01% 364
2021
Q1 		$19K Hold
282
– – ﹤0.01% 358
2020
Q4 		$19K Hold
282
– – ﹤0.01% 346
2020
Q3 		$15K Buy
+282
New +$15.1K ﹤0.01% 356

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capital Advisors Ltd's WFH Position: Q1 2022 in Review

Capital Advisors Ltd sold out of Direxion Work From Home ETF (WFH) in Q1 2022, closing a stake of 282 shares — an estimated $21K sold.

Capital Advisors Ltd first reported a position in WFH in Q3 2020 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 45 funds tracked by Wall St. Rank hold WFH as of Q1 2022.

  • Capital Advisors Ltd reported no remaining Direxion Work From Home ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 282 Direxion Work From Home ETF shares in Q1 2022, an estimated $21K.
  • Capital Advisors Ltd first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 6 quarters.
  • Capital Advisors Ltd's Direxion Work From Home ETF position peaked at $21K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2022.

Based on Capital Advisors Ltd's 13F filing for Q1 2022, filed 9 May 2022.