LFA
FAZ

Legacy Financial Advisors’s Direxion Daily Financial Bear 3x ETF FAZ Stock Holding History

Legacy Financial Advisors’s Portfolio FAZ Stock Details FAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2
Closed -$9K – 381
2019
Q1 		$9K Hold
2
– – ﹤0.01% 633
2018
Q4 		$13K Hold
2
– – 0.01% 499
2018
Q3 		$9K Hold
2
– – ﹤0.01% 547
2018
Q2 		$10K Buy
+2
New +$8.69K ﹤0.01% 520

Other funds holding FAZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Financial Advisors's FAZ Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Direxion Daily Financial Bear 3x ETF (FAZ) in Q2 2019, closing a stake of 2 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in FAZ in Q2 2018 and held it in 4 quarters. The position peaked at $13K in Q4 2018. 18 funds tracked by Wall St. Rank hold FAZ as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Direxion Daily Financial Bear 3x ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 2 Direxion Daily Financial Bear 3x ETF shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Direxion Daily Financial Bear 3x ETF in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's Direxion Daily Financial Bear 3x ETF position peaked at $13K in Q4 2018.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Financial Bear 3x ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.