Cary Street Partners Investment Advisory’s Direxion Daily 7-10 Year Treasury Bull 3X ETF TYD Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio TYD Stock Details TYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$4.88K	–	1723
2023 Q3	$4.88K	Hold	200	–	–	﹤0.01%	1488
2023 Q2	$5.81K	Hold	200	–	–	﹤0.01%	1370
2023 Q1	$6.42K	Sell	200 -441	-69%	-$13.8K	﹤0.01%	1261
2022 Q4	$19K	Buy	+641	New	+$19.3K	﹤0.01%	992

Other funds holding TYD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $188M AUM 26.75% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Cary Street Partners Investment Advisory's TYD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Direxion Daily 7-10 Year Treasury Bull 3X ETF (TYD) in Q4 2023, closing a stake of 200 shares — an estimated $4.88K sold.

Cary Street Partners Investment Advisory first reported a position in TYD in Q4 2022 and held it in 4 quarters. The position peaked at $19K in Q4 2022. 9 funds tracked by Wall St. Rank hold TYD as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Direxion Daily 7-10 Year Treasury Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 200 Direxion Daily 7-10 Year Treasury Bull 3X ETF shares in Q4 2023, an estimated $4.88K.
Cary Street Partners Investment Advisory first reported a position in Direxion Daily 7-10 Year Treasury Bull 3X ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Direxion Daily 7-10 Year Treasury Bull 3X ETF position peaked at $19K in Q4 2022.
9 funds tracked by Wall St. Rank held Direxion Daily 7-10 Year Treasury Bull 3X ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.