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Mosaic Family Wealth’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Mosaic Family Wealth’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
2019
Q1 		– Sell
-915
Closed -$5K – 717
2018
Q4 		$5K Buy
+915
New +$6.32K ﹤0.01% 557

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
HJMC
Hellman Jordan Management Company Quincy, Massachusetts $58.9M AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's SOXL Position: Q1 2019 in Review

Mosaic Family Wealth sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2019, closing a stake of 915 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in SOXL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 27 funds tracked by Wall St. Rank hold SOXL as of Q1 2019.

  • Mosaic Family Wealth reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 915 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2019, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2018 and held it in 1 quarter.
  • Mosaic Family Wealth's Direxion Daily Semiconductor Bull 3X ETF position peaked at $5K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.