CWM
FAZ

Cedar Wealth Management’s Direxion Daily Financial Bear 3x ETF FAZ Stock Holding History

Cedar Wealth Management’s Portfolio FAZ Stock Details FAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,891
Closed -$378K – 284
2023
Q3 		$378K Hold
1,891
– – 0.15% 74
2023
Q2 		$358K Buy
+1,891
New +$399K 0.14% 75
2022
Q4 		– Sell
-2,339
Closed -$701K – 314
2022
Q3 		$701K Buy
2,339
+1,416
+153% +$346K 0.35% 49
2022
Q2 		$267K Sell
923
-1,298
-58% -$315K 0.12% 92
2022
Q1 		$411K Buy
+2,221
New +$415K 0.17% 82

Other funds holding FAZ

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cedar Wealth Management's FAZ Position: Q4 2023 in Review

Cedar Wealth Management sold out of Direxion Daily Financial Bear 3x ETF (FAZ) in Q4 2023, closing a stake of 1,891 shares — an estimated $378K sold.

Cedar Wealth Management first reported a position in FAZ in Q1 2022 and held it in 5 quarters. The position peaked at $701K in Q3 2022. 23 funds tracked by Wall St. Rank hold FAZ as of Q4 2023.

  • Cedar Wealth Management reported no remaining Direxion Daily Financial Bear 3x ETF position as of Q4 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 1,891 Direxion Daily Financial Bear 3x ETF shares in Q4 2023, an estimated $378K.
  • Cedar Wealth Management first reported a position in Direxion Daily Financial Bear 3x ETF in Q1 2022 and held it in 5 quarters.
  • Cedar Wealth Management's Direxion Daily Financial Bear 3x ETF position peaked at $701K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held Direxion Daily Financial Bear 3x ETF as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.