HWMA
EDC icon

Heritage Wealth Management (Arizona)’s Direxion Daily MSCI Emerging Markets Bull 3X ETF EDC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EDC Stock Details EDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-85
Closed -$2K – 1085
2022
Q3 		$2K Buy
85
+5
+6% +$170 ﹤0.01% 868
2022
Q2 		$2.99K Buy
+80
New +$3.48K ﹤0.01% 840

Other funds holding EDC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EDC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) in Q4 2022, closing a stake of 85 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in EDC in Q2 2022 and held it in 2 quarters. The position peaked at $2.99K in Q2 2022. 22 funds tracked by Wall St. Rank hold EDC as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Direxion Daily MSCI Emerging Markets Bull 3X ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 85 Direxion Daily MSCI Emerging Markets Bull 3X ETF shares in Q4 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Direxion Daily MSCI Emerging Markets Bull 3X ETF in Q2 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Direxion Daily MSCI Emerging Markets Bull 3X ETF position peaked at $2.99K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bull 3X ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.