Charter Oak Capital Management’s Direxion Daily Technology Bull 3x ETF TECL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,920	Closed	-$635K	–	186
2024 Q1	$635K	Hold	7,920	–	–	0.07%	94
2023 Q4	$528K	Hold	7,920	–	–	0.06%	98
2023 Q3	$341K	Hold	7,920	–	–	0.05%	127
2023 Q2	$428K	Buy	7,920 +1,419	+22%	+$59K	0.06%	115
2023 Q1	$242K	Buy	+6,501	New	+$189K	0.03%	157

Other funds holding TECL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Direxion Daily Technology Bull 3x ETF (TECL) in Q2 2024, closing a stake of 7,920 shares — an estimated $635K sold.

Charter Oak Capital Management first reported a position in TECL in Q1 2023 and held it in 5 quarters. The position peaked at $635K in Q1 2024. 76 funds tracked by Wall St. Rank hold TECL as of Q2 2024.

Charter Oak Capital Management reported no remaining Direxion Daily Technology Bull 3x ETF position as of Q2 2024 after selling out during the quarter.
Charter Oak Capital Management sold 7,920 Direxion Daily Technology Bull 3x ETF shares in Q2 2024, an estimated $635K.
Charter Oak Capital Management first reported a position in Direxion Daily Technology Bull 3x ETF in Q1 2023 and held it in 5 quarters.
Charter Oak Capital Management's Direxion Daily Technology Bull 3x ETF position peaked at $635K in Q1 2024.
76 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q2 2024.

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