Corient Private Wealth
TNA icon

Corient Private Wealth’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Corient Private Wealth’s Portfolio TNA Stock Details TNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,000
Closed -$575K – 2349
2023
Q3 		$575K Sell
20,000
-150
-0.7% -$5.25K ﹤0.01% 1418
2023
Q2 		$711K Buy
+20,150
New +$632K ﹤0.01% 1285

Other funds holding TNA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return

Corient Private Wealth's TNA Position: Q4 2023 in Review

Corient Private Wealth sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q4 2023, closing a stake of 20,000 shares — an estimated $575K sold.

Corient Private Wealth first reported a position in TNA in Q2 2023 and held it in 2 quarters. The position peaked at $711K in Q2 2023. 84 funds tracked by Wall St. Rank hold TNA as of Q4 2023.

  • Corient Private Wealth reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 20,000 Direxion Daily Small Cap Bull 3x ETF shares in Q4 2023, an estimated $575K.
  • Corient Private Wealth first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2023 and held it in 2 quarters.
  • Corient Private Wealth's Direxion Daily Small Cap Bull 3x ETF position peaked at $711K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.