Envestnet Asset Management
WFH

Envestnet Asset Management’s Direxion Work From Home ETF WFH Stock Holding History

Envestnet Asset Management’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
2021
Q4 		– Sell
-4,571
Closed -$338K – 3956
2021
Q3 		$338K Buy
+4,571
New +$349K ﹤0.01% 3223

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Envestnet Asset Management's WFH Position: Q4 2021 in Review

Envestnet Asset Management sold out of Direxion Work From Home ETF (WFH) in Q4 2021, closing a stake of 4,571 shares — an estimated $338K sold.

Envestnet Asset Management first reported a position in WFH in Q3 2021 and held it in 1 quarter. The position peaked at $338K in Q3 2021. 50 funds tracked by Wall St. Rank hold WFH as of Q4 2021.

  • Envestnet Asset Management reported no remaining Direxion Work From Home ETF position as of Q4 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 4,571 Direxion Work From Home ETF shares in Q4 2021, an estimated $338K.
  • Envestnet Asset Management first reported a position in Direxion Work From Home ETF in Q3 2021 and held it in 1 quarter.
  • Envestnet Asset Management's Direxion Work From Home ETF position peaked at $338K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2021.

Based on Envestnet Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.