Charter Oak Capital Management’s Direxion Daily MSCI Emerging Markets Bull 3X ETF EDC Stock Holding History

Charter Oak Capital Management’s Portfolio EDC Stock Details EDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-81	Closed	-$7K	–	349
2022 Q2	$7K	Hold	81	–	–	﹤0.01%	646
2022 Q1	$7K	Hold	81	–	–	﹤0.01%	689
2021 Q4	$7K	Hold	81	–	–	﹤0.01%	656
2021 Q3	$7K	Hold	81	–	–	﹤0.01%	619
2021 Q2	$7K	Hold	81	–	–	﹤0.01%	617
2021 Q1	$7K	Hold	81	–	–	﹤0.01%	590
2020 Q4	$7K	Buy	+81	New	+$6.07K	﹤0.01%	553

Other funds holding EDC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Charter Oak Capital Management's EDC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) in Q3 2022, closing a stake of 81 shares — an estimated $7K sold.

Charter Oak Capital Management first reported a position in EDC in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 19 funds tracked by Wall St. Rank hold EDC as of Q3 2022.

Charter Oak Capital Management reported no remaining Direxion Daily MSCI Emerging Markets Bull 3X ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 81 Direxion Daily MSCI Emerging Markets Bull 3X ETF shares in Q3 2022, an estimated $7K.
Charter Oak Capital Management first reported a position in Direxion Daily MSCI Emerging Markets Bull 3X ETF in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Direxion Daily MSCI Emerging Markets Bull 3X ETF position peaked at $7K in Q2 2022.
19 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bull 3X ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.