Centric Wealth Management’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,540
Closed -$243K 173
2024
Q1
$243K Sell
6,540
-35,000
-84% -$1M 0.08% 140
2023
Q4
$1.1M Sell
41,540
-98,460
-70% -$3.07M 0.36% 66
2023
Q3
$3.74M Buy
+140,000
New +$4.6M 1.56% 13

Other funds holding NUGT

Centric Wealth Management's NUGT Position: Q2 2024 in Review

Centric Wealth Management sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q2 2024, closing a stake of 6,540 shares — an estimated $243K sold.

Centric Wealth Management first reported a position in NUGT in Q3 2023 and held it in 3 quarters. The position peaked at $3.74M in Q3 2023. 34 funds tracked by Wall St. Rank hold NUGT as of Q2 2024.

  • Centric Wealth Management reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q2 2024 after selling out during the quarter.
  • Centric Wealth Management sold 6,540 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q2 2024, an estimated $243K.
  • Centric Wealth Management first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q3 2023 and held it in 3 quarters.
  • Centric Wealth Management's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $3.74M in Q3 2023.
  • 34 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q2 2024.

Based on Centric Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.