LWM
FAS icon

Laidlaw Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Laidlaw Wealth Management’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,963
Closed -$313K – 337
2022
Q2 		$313K Sell
4,963
-29
-0.6% -$2.47K 0.06% 258
2022
Q1 		$587K Buy
4,992
+3,009
+152% +$381K 0.1% 197
2021
Q4 		$259K Buy
1,983
+51
+3% +$6.83K 0.04% 331
2021
Q3 		$223K Sell
1,932
-6
-0.3% -$689 0.06% 224
2021
Q2 		$212K Buy
+1,938
New +$214K 0.05% 240

Other funds holding FAS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's FAS Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q3 2022, closing a stake of 4,963 shares — an estimated $313K sold.

Laidlaw Wealth Management first reported a position in FAS in Q2 2021 and held it in 5 quarters. The position peaked at $587K in Q1 2022. 55 funds tracked by Wall St. Rank hold FAS as of Q3 2022.

  • Laidlaw Wealth Management reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q3 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,963 Direxion Daily Financial Bull 3x ETF shares in Q3 2022, an estimated $313K.
  • Laidlaw Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q2 2021 and held it in 5 quarters.
  • Laidlaw Wealth Management's Direxion Daily Financial Bull 3x ETF position peaked at $587K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.