HF
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Halpern Financial’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

Halpern Financial’s Portfolio TMV Stock Details TMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-440
Closed -$11.2K – 309
2022
Q2 		$11.2K Buy
+440
New +$10.8K ﹤0.01% 160

Other funds holding TMV

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Halpern Financial's TMV Position: Q3 2022 in Review

Halpern Financial sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q3 2022, closing a stake of 440 shares — an estimated $11.2K sold.

Halpern Financial first reported a position in TMV in Q2 2022 and held it in 1 quarter. The position peaked at $11.2K in Q2 2022. 40 funds tracked by Wall St. Rank hold TMV as of Q3 2022.

  • Halpern Financial reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 440 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q3 2022, an estimated $11.2K.
  • Halpern Financial first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $11.2K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.