CAPTRUST Financial Advisors
WFH

CAPTRUST Financial Advisors’s Direxion Work From Home ETF WFH Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-24
Closed -$1K – 4054
2022
Q2 		$1K Hold
24
– – ﹤0.01% 4765
2022
Q1 		$2K Buy
+24
New +$1.57K ﹤0.01% 4554
2021
Q4 		– Sell
-25
Closed -$2K – 4930
2021
Q3 		$2K Hold
25
– – ﹤0.01% 4310
2021
Q2 		$2K Buy
+25
New +$1.79K ﹤0.01% 4214

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

CAPTRUST Financial Advisors's WFH Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Direxion Work From Home ETF (WFH) in Q3 2022, closing a stake of 24 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in WFH in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 30 funds tracked by Wall St. Rank hold WFH as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Direxion Work From Home ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 24 Direxion Work From Home ETF shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Direxion Work From Home ETF in Q2 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Direxion Work From Home ETF position peaked at $2K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.