CFA
WFH

Carroll Financial Associates’s Direxion Work From Home ETF WFH Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-423
Closed -$28K – 1865
2021
Q1 		$28K Sell
423
-2,625
-86% -$184K ﹤0.01% 929
2020
Q4 		$205K Buy
+3,048
New +$183K 0.01% 364

Other funds holding WFH

SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's WFH Position: Q2 2021 in Review

Carroll Financial Associates sold out of Direxion Work From Home ETF (WFH) in Q2 2021, closing a stake of 423 shares — an estimated $28K sold.

Carroll Financial Associates first reported a position in WFH in Q4 2020 and held it in 2 quarters. The position peaked at $205K in Q4 2020. 48 funds tracked by Wall St. Rank hold WFH as of Q2 2021.

  • Carroll Financial Associates reported no remaining Direxion Work From Home ETF position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 423 Direxion Work From Home ETF shares in Q2 2021, an estimated $28K.
  • Carroll Financial Associates first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 2 quarters.
  • Carroll Financial Associates's Direxion Work From Home ETF position peaked at $205K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.