Hellman Jordan Management Company’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Hellman Jordan Management Company’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
2022 Q2	–	Sell	-7,500	Closed	-$291K	–	66
2022 Q1	$291K	Buy	+7,500	New	+$333K	0.32%	57
2021 Q4	–	Sell	-18,000	Closed	-$721K	–	73
2021 Q3	$721K	Buy	+18,000	New	+$788K	1.01%	37
2021 Q2	–	Sell	-54,904	Closed	-$2.1M	–	60
2021 Q1	$2.1M	Buy	+54,904	New	+$2.05M	3.05%	9
2020 Q4	–	Sell	-300,000	Closed	-$5.06M	–	27
2020 Q3	$5.06M	Sell	300,000 -75,000	-20%	-$1.16M	9.64%	6
2020 Q2	$4.71M	Buy	375,000 +225,000	+150%	+$2.15M	7.61%	6
2020 Q1	$947K	Hold	150,000	–	–	2.24%	13
2019 Q4	$2.75M	Sell	150,000 -450,000	-75%	-$6.51M	3.09%	10
2019 Q3	$6.81M	Hold	600,000	–	–	5.4%	5
2019 Q2	$5.93M	Buy	600,000 +375,000	+167%	+$3.73M	8.1%	3
2019 Q1	$2.06M	Buy	+225,000	New	+$1.73M	1.44%	17
2018 Q2	–	Sell	-375,000	Closed	-$3.82M	–	56
2018 Q1	$3.82M	Buy	+375,000	New	+$4.16M	6.31%	3

Other funds holding SOXL

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

TCM

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return

Hellman Jordan Management Company's SOXL Position: Q2 2022 in Review

Hellman Jordan Management Company sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2022, closing a stake of 7,500 shares — an estimated $291K sold.

Hellman Jordan Management Company first reported a position in SOXL in Q1 2018 and held it in 11 quarters. The position peaked at $6.81M in Q3 2019. 67 funds tracked by Wall St. Rank hold SOXL as of Q2 2022.

Hellman Jordan Management Company reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2022 after selling out during the quarter.
Hellman Jordan Management Company sold 7,500 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2022, an estimated $291K.
Hellman Jordan Management Company first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2018 and held it in 11 quarters.
Hellman Jordan Management Company's Direxion Daily Semiconductor Bull 3X ETF position peaked at $6.81M in Q3 2019.
67 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2022.

Based on Hellman Jordan Management Company's 13F filing for Q2 2022, filed 27 Sep 2022.