IWA
WFH

Intercontinental Wealth Advisors’s Direxion Work From Home ETF WFH Stock Holding History

Intercontinental Wealth Advisors’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
2022
Q1 		– Sell
-2,749
Closed -$204K – 296
2021
Q4 		$204K Hold
2,749
– – 0.04% 281
2021
Q3 		$204K Hold
2,749
– – 0.05% 273
2021
Q2 		$208K Buy
+2,749
New +$197K 0.04% 277
2020
Q4 		– Sell
-3,944
Closed -$213K – 259
2020
Q3 		$213K Buy
+3,944
New +$211K 0.06% 186

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Intercontinental Wealth Advisors's WFH Position: Q1 2022 in Review

Intercontinental Wealth Advisors sold out of Direxion Work From Home ETF (WFH) in Q1 2022, closing a stake of 2,749 shares — an estimated $204K sold.

Intercontinental Wealth Advisors first reported a position in WFH in Q3 2020 and held it in 4 quarters. The position peaked at $213K in Q3 2020. 45 funds tracked by Wall St. Rank hold WFH as of Q1 2022.

  • Intercontinental Wealth Advisors reported no remaining Direxion Work From Home ETF position as of Q1 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,749 Direxion Work From Home ETF shares in Q1 2022, an estimated $204K.
  • Intercontinental Wealth Advisors first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Direxion Work From Home ETF position peaked at $213K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.