JPLA
WFH

Joseph P. Lucia & Associates’s Direxion Work From Home ETF WFH Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-100
Closed -$5K – 443
2022
Q2 		$5K Hold
100
– – ﹤0.01% 342
2022
Q1 		$7K Buy
+100
New +$6.56K ﹤0.01% 348
2021
Q4 		– Sell
-600
Closed -$44K – 553
2021
Q3 		$44K Sell
600
-35
-6% -$2.67K 0.03% 227
2021
Q2 		$48K Sell
635
-72
-10% -$5.17K 0.03% 225
2021
Q1 		$48K Hold
707
– – 0.02% 207
2020
Q4 		$48K Buy
+707
New +$42.5K 0.03% 189

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Joseph P. Lucia & Associates's WFH Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Direxion Work From Home ETF (WFH) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in WFH in Q4 2020 and held it in 6 quarters. The position peaked at $48K in Q2 2021. 30 funds tracked by Wall St. Rank hold WFH as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Direxion Work From Home ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 Direxion Work From Home ETF shares in Q3 2022, an estimated $5K.
  • Joseph P. Lucia & Associates first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's Direxion Work From Home ETF position peaked at $48K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.