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Institutional & Family Asset Management’s Direxion Daily Retail Bull 3X ETF RETL Stock Holding History

Institutional & Family Asset Management’s Portfolio RETL Stock Details RETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,290
Closed -$48K – 906
2021
Q3 		$48K Sell
1,290
-845
-40% -$37.5K 0.01% 331
2021
Q2 		$104K Buy
+2,135
New +$93.6K 0.02% 238

Other funds holding RETL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Direxion Daily Retail Bull 3X ETF (RETL) in Q4 2021, closing a stake of 1,290 shares — an estimated $48K sold.

Institutional & Family Asset Management first reported a position in RETL in Q2 2021 and held it in 2 quarters. The position peaked at $104K in Q2 2021. 13 funds tracked by Wall St. Rank hold RETL as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Direxion Daily Retail Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,290 Direxion Daily Retail Bull 3X ETF shares in Q4 2021, an estimated $48K.
  • Institutional & Family Asset Management first reported a position in Direxion Daily Retail Bull 3X ETF in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Direxion Daily Retail Bull 3X ETF position peaked at $104K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Retail Bull 3X ETF as of Q4 2021.

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