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Institutional & Family Asset Management’s Direxion Daily Real Estate Bull 3X ETF DRN Stock Holding History

Institutional & Family Asset Management’s Portfolio DRN Stock Details DRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,973
Closed -$42K – 833
2021
Q3 		$42K Buy
1,973
+1,051
+114% +$25.3K 0.01% 355
2021
Q2 		$20K Buy
+922
New +$18.2K ﹤0.01% 480

Other funds holding DRN

LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's DRN Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Direxion Daily Real Estate Bull 3X ETF (DRN) in Q4 2021, closing a stake of 1,973 shares — an estimated $42K sold.

Institutional & Family Asset Management first reported a position in DRN in Q2 2021 and held it in 2 quarters. The position peaked at $42K in Q3 2021. 18 funds tracked by Wall St. Rank hold DRN as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Direxion Daily Real Estate Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,973 Direxion Daily Real Estate Bull 3X ETF shares in Q4 2021, an estimated $42K.
  • Institutional & Family Asset Management first reported a position in Direxion Daily Real Estate Bull 3X ETF in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Direxion Daily Real Estate Bull 3X ETF position peaked at $42K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bull 3X ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.