L.J. Altfest & Co’s Direxion Daily MSCI Emerging Markets Bear 3X ETF EDZ Stock Holding History

L.J. Altfest & Co’s Portfolio EDZ Stock Details EDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,302	Closed	-$316K	–	307
2023 Q3	$316K	Buy	+2,302	New	+$279K	0.05%	232
2023 Q1	–	Sell	-25,324	Closed	-$3.61M	–	278
2022 Q4	$3.61M	Buy	25,324 +15,384	+155%	+$2.55M	0.6%	34
2022 Q3	$2.02M	Buy	+9,940	New	+$1.47M	0.38%	42

Other funds holding EDZ

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

L.J. Altfest & Co's EDZ Position: Q4 2023 in Review

L.J. Altfest & Co sold out of Direxion Daily MSCI Emerging Markets Bear 3X ETF (EDZ) in Q4 2023, closing a stake of 2,302 shares — an estimated $316K sold.

L.J. Altfest & Co first reported a position in EDZ in Q3 2022 and held it in 3 quarters. The position peaked at $3.61M in Q4 2022. 12 funds tracked by Wall St. Rank hold EDZ as of Q4 2023.

L.J. Altfest & Co reported no remaining Direxion Daily MSCI Emerging Markets Bear 3X ETF position as of Q4 2023 after selling out during the quarter.
L.J. Altfest & Co sold 2,302 Direxion Daily MSCI Emerging Markets Bear 3X ETF shares in Q4 2023, an estimated $316K.
L.J. Altfest & Co first reported a position in Direxion Daily MSCI Emerging Markets Bear 3X ETF in Q3 2022 and held it in 3 quarters.
L.J. Altfest & Co's Direxion Daily MSCI Emerging Markets Bear 3X ETF position peaked at $3.61M in Q4 2022.
12 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bear 3X ETF as of Q4 2023.

Based on L.J. Altfest & Co's 13F filing for Q4 2023, filed 18 Jan 2024.