LWA
SOXL icon

Lenox Wealth Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Lenox Wealth Advisors’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-510
Closed -$6K – 642
2020
Q2 		$6K Buy
+510
New +$4.87K ﹤0.01% 420

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
HJMC
Hellman Jordan Management Company Quincy, Massachusetts $58.9M AUM 18.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Lenox Wealth Advisors's SOXL Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2020, closing a stake of 510 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in SOXL in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 36 funds tracked by Wall St. Rank hold SOXL as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 510 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $6K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.