MA
WFH

Mutual Advisors’s Direxion Work From Home ETF WFH Stock Holding History

Mutual Advisors’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
2022
Q4 		– Sell
-9,340
Closed -$396K – 984
2022
Q3 		$396K Sell
9,340
-2
-0% -$97 0.02% 633
2022
Q2 		$443K Sell
9,342
-127
-1% -$6.87K 0.03% 572
2022
Q1 		$621K Sell
9,469
-612
-6% -$40.1K 0.03% 514
2021
Q4 		$748K Buy
10,081
+522
+5% +$39.6K 0.04% 472
2021
Q3 		$708K Buy
9,559
+4,955
+108% +$378K 0.04% 441
2021
Q2 		$349K Buy
+4,604
New +$331K 0.02% 643

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors's WFH Position: Q4 2022 in Review

Mutual Advisors sold out of Direxion Work From Home ETF (WFH) in Q4 2022, closing a stake of 9,340 shares — an estimated $396K sold.

Mutual Advisors first reported a position in WFH in Q2 2021 and held it in 6 quarters. The position peaked at $748K in Q4 2021. 26 funds tracked by Wall St. Rank hold WFH as of Q4 2022.

  • Mutual Advisors reported no remaining Direxion Work From Home ETF position as of Q4 2022 after selling out during the quarter.
  • Mutual Advisors sold 9,340 Direxion Work From Home ETF shares in Q4 2022, an estimated $396K.
  • Mutual Advisors first reported a position in Direxion Work From Home ETF in Q2 2021 and held it in 6 quarters.
  • Mutual Advisors's Direxion Work From Home ETF position peaked at $748K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2022.

Based on Mutual Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.