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Curi Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Curi Wealth Management’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-648
Closed -$41K – 365
2022
Q2 		$41K Hold
648
– – 0.01% 242
2022
Q1 		$76K Buy
+648
New +$82K 0.01% 179

Other funds holding FAS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's FAS Position: Q3 2022 in Review

Curi Wealth Management sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q3 2022, closing a stake of 648 shares — an estimated $41K sold.

Curi Wealth Management first reported a position in FAS in Q1 2022 and held it in 2 quarters. The position peaked at $76K in Q1 2022. 55 funds tracked by Wall St. Rank hold FAS as of Q3 2022.

  • Curi Wealth Management reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 648 Direxion Daily Financial Bull 3x ETF shares in Q3 2022, an estimated $41K.
  • Curi Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's Direxion Daily Financial Bull 3x ETF position peaked at $76K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.