FWM
KNOW

Foresight Wealth Management’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Foresight Wealth Management’s Portfolio KNOW Stock Details KNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,696
Closed -$225K – 116
2018
Q4 		$225K Buy
+6,696
New +$252K 0.24% 80

Other funds holding KNOW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Foresight Wealth Management's KNOW Position: Q1 2019 in Review

Foresight Wealth Management sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q1 2019, closing a stake of 6,696 shares — an estimated $225K sold.

Foresight Wealth Management first reported a position in KNOW in Q4 2018 and held it in 1 quarter. The position peaked at $225K in Q4 2018. 48 funds tracked by Wall St. Rank hold KNOW as of Q1 2019.

  • Foresight Wealth Management reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q1 2019 after selling out during the quarter.
  • Foresight Wealth Management sold 6,696 Direxion All Cap Insider Sentiment Shares shares in Q1 2019, an estimated $225K.
  • Foresight Wealth Management first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2018 and held it in 1 quarter.
  • Foresight Wealth Management's Direxion All Cap Insider Sentiment Shares position peaked at $225K in Q4 2018.
  • 48 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q1 2019.

Based on Foresight Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.