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Napa Wealth Management’s Direxion Daily AAPL Bear 1X ETF AAPD Stock Holding History

Napa Wealth Management’s Portfolio AAPD Stock Details AAPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,413
Closed -$263K – 157
2024
Q2 		$263K Sell
14,413
-2,769
-16% -$58.1K 0.18% 89
2024
Q1 		$390K Buy
+17,182
New +$369K 0.21% 44

Other funds holding AAPD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RWP
Ridgecrest Wealth Partners Mill Valley, California $207M AUM 35.27% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Napa Wealth Management's AAPD Position: Q3 2024 in Review

Napa Wealth Management sold out of Direxion Daily AAPL Bear 1X ETF (AAPD) in Q3 2024, closing a stake of 14,413 shares — an estimated $263K sold.

Napa Wealth Management first reported a position in AAPD in Q1 2024 and held it in 2 quarters. The position peaked at $390K in Q1 2024. 13 funds tracked by Wall St. Rank hold AAPD as of Q3 2024.

  • Napa Wealth Management reported no remaining Direxion Daily AAPL Bear 1X ETF position as of Q3 2024 after selling out during the quarter.
  • Napa Wealth Management sold 14,413 Direxion Daily AAPL Bear 1X ETF shares in Q3 2024, an estimated $263K.
  • Napa Wealth Management first reported a position in Direxion Daily AAPL Bear 1X ETF in Q1 2024 and held it in 2 quarters.
  • Napa Wealth Management's Direxion Daily AAPL Bear 1X ETF position peaked at $390K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Direxion Daily AAPL Bear 1X ETF as of Q3 2024.

Based on Napa Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.