Gerber Kawasaki Wealth & Investment Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-250	Closed	-$10K	–	978
2021 Q3	$10K	Buy	+250	New	+$10.9K	﹤0.01%	640

Other funds holding SOXL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SOXL Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2021, closing a stake of 250 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SOXL in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 62 funds tracked by Wall St. Rank hold SOXL as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 250 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2021, an estimated $10K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $10K in Q3 2021.
62 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.