DWM
SOXL icon

Dakota Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Dakota Wealth 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
Q3 		– Sell
-8,139
Closed -$451K – 767
2024
Q2 		$451K Buy
+8,139
New +$379K 0.01% 522

Other funds holding SOXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Dakota Wealth Management's SOXL Position: Q3 2024 in Review

Dakota Wealth Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2024, closing a stake of 8,139 shares — an estimated $451K sold.

Dakota Wealth Management first reported a position in SOXL in Q2 2024 and held it in 1 quarter. The position peaked at $451K in Q2 2024. 124 funds tracked by Wall St. Rank hold SOXL as of Q3 2024.

  • Dakota Wealth Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q3 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 8,139 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2024, an estimated $451K.
  • Dakota Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2024 and held it in 1 quarter.
  • Dakota Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $451K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2024.

Based on Dakota Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.