JFS Wealth Advisors’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

JFS Wealth Advisors’s Portfolio TZA Stock Details TZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-20	Closed	-$56K	–	567
2019 Q4	$56K	Hold	20	–	–	0.01%	234
2019 Q3	$75K	Hold	20	–	–	0.02%	211
2019 Q2	$73K	Hold	20	–	–	0.02%	213
2019 Q1	$79K	Buy	20 +6	+43%	+$25.7K	0.02%	197
2018 Q4	$84K	Buy	+14	New	+$66.7K	0.02%	191

Other funds holding TZA

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

JFS Wealth Advisors's TZA Position: Q1 2020 in Review

JFS Wealth Advisors sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q1 2020, closing a stake of 20 shares — an estimated $56K sold.

JFS Wealth Advisors first reported a position in TZA in Q4 2018 and held it in 5 quarters. The position peaked at $84K in Q4 2018. 20 funds tracked by Wall St. Rank hold TZA as of Q1 2020.

JFS Wealth Advisors reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q1 2020 after selling out during the quarter.
JFS Wealth Advisors sold 20 Direxion Daily Small Cap Bear 3x ETF shares in Q1 2020, an estimated $56K.
JFS Wealth Advisors first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2018 and held it in 5 quarters.
JFS Wealth Advisors's Direxion Daily Small Cap Bear 3x ETF position peaked at $84K in Q4 2018.
20 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q1 2020.

Based on JFS Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.