IFAM
WFH

Institutional & Family Asset Management’s Direxion Work From Home ETF WFH Stock Holding History

Institutional & Family Asset Management’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-864
Closed -$47K – 939
2020
Q3 		$47K Buy
+864
New +$46.2K 0.01% 293

Other funds holding WFH

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institutional & Family Asset Management's WFH Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Direxion Work From Home ETF (WFH) in Q4 2020, closing a stake of 864 shares — an estimated $47K sold.

Institutional & Family Asset Management first reported a position in WFH in Q3 2020 and held it in 1 quarter. The position peaked at $47K in Q3 2020. 50 funds tracked by Wall St. Rank hold WFH as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining Direxion Work From Home ETF position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 864 Direxion Work From Home ETF shares in Q4 2020, an estimated $47K.
  • Institutional & Family Asset Management first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Direxion Work From Home ETF position peaked at $47K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.