MCC
WFH

Money Concepts Capital’s Direxion Work From Home ETF WFH Stock Holding History

Money Concepts Capital’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-275
Closed -$11.1K – 2901
2022
Q4 		$11.1K Sell
275
-46
-14% -$1.93K ﹤0.01% 1962
2022
Q3 		$14K Hold
321
– – ﹤0.01% 998
2022
Q2 		$15K Sell
321
-98
-23% -$5.3K ﹤0.01% 959
2022
Q1 		$27K Buy
+419
New +$27.5K ﹤0.01% 1485

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's WFH Position: Q1 2023 in Review

Money Concepts Capital sold out of Direxion Work From Home ETF (WFH) in Q1 2023, closing a stake of 275 shares — an estimated $11.1K sold.

Money Concepts Capital first reported a position in WFH in Q1 2022 and held it in 4 quarters. The position peaked at $27K in Q1 2022. 21 funds tracked by Wall St. Rank hold WFH as of Q1 2023.

  • Money Concepts Capital reported no remaining Direxion Work From Home ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 275 Direxion Work From Home ETF shares in Q1 2023, an estimated $11.1K.
  • Money Concepts Capital first reported a position in Direxion Work From Home ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Direxion Work From Home ETF position peaked at $27K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.