Greystone Financial Group’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-12,000
Closed -$339K 88
2021
Q2
$339K Hold
12,000
0.08% 85
2021
Q1
$319K Hold
12,000
0.08% 82
2020
Q4
$232K Buy
+12,000
New +$146K 0.06% 90

Other funds holding ERX

Greystone Financial Group's ERX Position: Q3 2021 in Review

Greystone Financial Group sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2021, closing a stake of 12,000 shares — an estimated $339K sold.

Greystone Financial Group first reported a position in ERX in Q4 2020 and held it in 3 quarters. The position peaked at $339K in Q2 2021. 43 funds tracked by Wall St. Rank hold ERX as of Q3 2021.

  • Greystone Financial Group reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2021 after selling out during the quarter.
  • Greystone Financial Group sold 12,000 Direxion Daily Energy Bull 2X ETF shares in Q3 2021, an estimated $339K.
  • Greystone Financial Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2020 and held it in 3 quarters.
  • Greystone Financial Group's Direxion Daily Energy Bull 2X ETF position peaked at $339K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2021.

Based on Greystone Financial Group's 13F filing for Q3 2021, filed 3 Nov 2021.