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Gradient Investments’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Gradient Investments’s Portfolio ERY Stock Details ERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7
Closed -$1K – 1258
2021
Q3 		$1K Hold
7
– – ﹤0.01% 1070
2021
Q2 		$1K Hold
7
– – ﹤0.01% 1061
2021
Q1 		$1K Hold
7
– – ﹤0.01% 1075
2020
Q4 		$5K Hold
7
– – ﹤0.01% 804
2020
Q3 		$5K Hold
7
– – ﹤0.01% 810
2020
Q2 		$3K Hold
7
– – ﹤0.01% 825
2020
Q1 		$8K Hold
7
– – ﹤0.01% 692
2019
Q4 		$3K Hold
7
– – ﹤0.01% 885
2019
Q3 		$3K Buy
+7
New +$3.37K ﹤0.01% 865

Other funds holding ERY

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's ERY Position: Q4 2021 in Review

Gradient Investments sold out of Direxion Daily Energy Bear 2X ETF (ERY) in Q4 2021, closing a stake of 7 shares — an estimated $1K sold.

Gradient Investments first reported a position in ERY in Q3 2019 and held it in 9 quarters. The position peaked at $8K in Q1 2020. 17 funds tracked by Wall St. Rank hold ERY as of Q4 2021.

  • Gradient Investments reported no remaining Direxion Daily Energy Bear 2X ETF position as of Q4 2021 after selling out during the quarter.
  • Gradient Investments sold 7 Direxion Daily Energy Bear 2X ETF shares in Q4 2021, an estimated $1K.
  • Gradient Investments first reported a position in Direxion Daily Energy Bear 2X ETF in Q3 2019 and held it in 9 quarters.
  • Gradient Investments's Direxion Daily Energy Bear 2X ETF position peaked at $8K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.