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

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-1,350
Closed -$54K – 914
2021
Q3 		$54K Sell
1,350
-719
-35% -$31.5K 0.01% 314
2021
Q2 		$92K Buy
+2,069
New +$79.8K 0.02% 255

Other funds holding SOXL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 SOXL Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2021, closing a stake of 1,350 shares — an estimated $54K sold.

Institutional & Family Asset Management first reported a position in SOXL in Q2 2021 and held it in 2 quarters. The position peaked at $92K in Q2 2021. 62 funds tracked by Wall St. Rank hold SOXL as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,350 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2021, an estimated $54K.
  • Institutional & Family Asset Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $92K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2021.

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