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Mendota Financial Group’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Mendota Financial Group’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
2024
Q1 		– Sell
-15
Closed -$471 – 380
2023
Q4 		$471 Hold
15
– – ﹤0.01% 352
2023
Q3 		$284 Hold
15
– – ﹤0.01% 285
2023
Q2 		$373 Hold
15
– – ﹤0.01% 283
2023
Q1 		$582 Hold
15
– – ﹤0.01% 290
2022
Q4 		$145 Buy
+15
New +$158 ﹤0.01% 304

Other funds holding SOXL

CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Mendota Financial Group's SOXL Position: Q1 2024 in Review

Mendota Financial Group sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2024, closing a stake of 15 shares — an estimated $471 sold.

Mendota Financial Group first reported a position in SOXL in Q4 2022 and held it in 5 quarters. The position peaked at $582 in Q1 2023. 108 funds tracked by Wall St. Rank hold SOXL as of Q1 2024.

  • Mendota Financial Group reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2024 after selling out during the quarter.
  • Mendota Financial Group sold 15 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2024, an estimated $471.
  • Mendota Financial Group first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2022 and held it in 5 quarters.
  • Mendota Financial Group's Direxion Daily Semiconductor Bull 3X ETF position peaked at $582 in Q1 2023.
  • 108 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.