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Charter Oak Capital Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Charter Oak Capital Management’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,111
Closed -$610K – 185
2024
Q1 		$610K Hold
13,111
– – 0.07% 97
2023
Q4 		$412K Hold
13,111
– – 0.05% 115
2023
Q3 		$247K Hold
13,111
– – 0.03% 155
2023
Q2 		$326K Sell
13,111
-1,789
-12% -$33K 0.04% 140
2023
Q1 		$273K Buy
+14,900
New +$222K 0.04% 152

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TCM
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HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Charter Oak Capital Management's SOXL Position: Q2 2024 in Review

Charter Oak Capital Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2024, closing a stake of 13,111 shares — an estimated $610K sold.

Charter Oak Capital Management first reported a position in SOXL in Q1 2023 and held it in 5 quarters. The position peaked at $610K in Q1 2024. 112 funds tracked by Wall St. Rank hold SOXL as of Q2 2024.

  • Charter Oak Capital Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2024 after selling out during the quarter.
  • Charter Oak Capital Management sold 13,111 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2024, an estimated $610K.
  • Charter Oak Capital Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2023 and held it in 5 quarters.
  • Charter Oak Capital Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $610K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2024.

Based on Charter Oak Capital Management's 13F filing for Q2 2024, filed 24 Jul 2024.