GWS
FAZ

Glassman Wealth Services’s Direxion Daily Financial Bear 3x ETF FAZ Stock Holding History

Glassman Wealth Services’s Portfolio FAZ Stock Details FAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10
Closed -$14K – 1372
2020
Q2 		$14K Buy
10
+4
+67% +$7.58K ﹤0.01% 434
2020
Q1 		$18K Buy
+6
New +$16.1K 0.01% 358

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Glassman Wealth Services's FAZ Position: Q3 2020 in Review

Glassman Wealth Services sold out of Direxion Daily Financial Bear 3x ETF (FAZ) in Q3 2020, closing a stake of 10 shares — an estimated $14K sold.

Glassman Wealth Services first reported a position in FAZ in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2020. 17 funds tracked by Wall St. Rank hold FAZ as of Q3 2020.

  • Glassman Wealth Services reported no remaining Direxion Daily Financial Bear 3x ETF position as of Q3 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 10 Direxion Daily Financial Bear 3x ETF shares in Q3 2020, an estimated $14K.
  • Glassman Wealth Services first reported a position in Direxion Daily Financial Bear 3x ETF in Q1 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Direxion Daily Financial Bear 3x ETF position peaked at $18K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Direxion Daily Financial Bear 3x ETF as of Q3 2020.

Based on Glassman Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.