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Heritage Wealth Management (Arizona)’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NUGT Stock Details NUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-82
Closed -$2K – 1091
2022
Q3 		$2K Buy
+82
New +$2.36K ﹤0.01% 890

Other funds holding NUGT

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q4 2022, closing a stake of 82 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in NUGT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 51 funds tracked by Wall St. Rank hold NUGT as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 82 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q4 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $2K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q4 2022.

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