Concord Wealth Partners’s Direxion Work From Home ETF WFH Stock Holding History

Concord Wealth Partners’s Portfolio WFH Stock Details WFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-354	Closed	-$19.5K	–	1032
2024 Q2	$19.5K	Hold	354	–	–	﹤0.01%	429
2024 Q1	$20K	Hold	354	–	–	﹤0.01%	486
2023 Q4	$19.3K	Buy	354 +2	+0.6%	+$99	﹤0.01%	483
2023 Q3	$16.7K	Buy	352 +1	+0.3%	+$50	﹤0.01%	534
2023 Q2	$17.3K	Hold	351	–	–	﹤0.01%	524
2023 Q1	$16.1K	Hold	351	–	–	﹤0.01%	523
2022 Q4	$14.2K	Buy	+351	New	+$14.8K	﹤0.01%	582
2022 Q3	–	Sell	-350	Closed	-$17K	–	1158
2022 Q2	$17K	Sell	350 -200	-36%	-$10.8K	﹤0.01%	584
2022 Q1	$36K	Buy	550 +350	+175%	+$23K	0.01%	492
2021 Q4	$15K	Hold	200	–	–	﹤0.01%	704
2021 Q3	$15K	Sell	200 -100	-33%	-$7.63K	0.01%	421
2021 Q2	$23K	Sell	300 -60	-17%	-$4.31K	0.01%	478
2021 Q1	$25K	Hold	360	–	–	0.01%	443
2020 Q4	$24K	Buy	+360	New	+$21.6K	0.02%	290

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Concord Wealth Partners's WFH Position: Q3 2024 in Review

Concord Wealth Partners sold out of Direxion Work From Home ETF (WFH) in Q3 2024, closing a stake of 354 shares — an estimated $19.5K sold.

Concord Wealth Partners first reported a position in WFH in Q4 2020 and held it in 14 quarters. The position peaked at $36K in Q1 2022. 17 funds tracked by Wall St. Rank hold WFH as of Q3 2024.

Concord Wealth Partners reported no remaining Direxion Work From Home ETF position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 354 Direxion Work From Home ETF shares in Q3 2024, an estimated $19.5K.
Concord Wealth Partners first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 14 quarters.
Concord Wealth Partners's Direxion Work From Home ETF position peaked at $36K in Q1 2022.
17 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.