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Cedar Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Cedar Wealth Management’s Portfolio QQQE Stock Details QQQE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-344
Closed -$26K – 247
2020
Q4 		$26K Buy
+344
New +$23.9K 0.01% 160

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cedar Wealth Management's QQQE Position: Q1 2021 in Review

Cedar Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2021, closing a stake of 344 shares — an estimated $26K sold.

Cedar Wealth Management first reported a position in QQQE in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 73 funds tracked by Wall St. Rank hold QQQE as of Q1 2021.

  • Cedar Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2021 after selling out during the quarter.
  • Cedar Wealth Management sold 344 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2021, an estimated $26K.
  • Cedar Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2020 and held it in 1 quarter.
  • Cedar Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $26K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2021.

Based on Cedar Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.