NEGWA
WFH

New England Guild Wealth Advisors’s Direxion Work From Home ETF WFH Stock Holding History

New England Guild Wealth 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
2021
Q2 		– Sell
-3,721
Closed -$254K – 70
2021
Q1 		$254K Hold
3,721
– – 0.14% 56
2020
Q4 		$251K Buy
+3,721
New +$224K 0.15% 53

Other funds holding WFH

SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New England Guild Wealth Advisors's WFH Position: Q2 2021 in Review

New England Guild Wealth Advisors sold out of Direxion Work From Home ETF (WFH) in Q2 2021, closing a stake of 3,721 shares — an estimated $254K sold.

New England Guild Wealth Advisors first reported a position in WFH in Q4 2020 and held it in 2 quarters. The position peaked at $254K in Q1 2021. 48 funds tracked by Wall St. Rank hold WFH as of Q2 2021.

  • New England Guild Wealth Advisors reported no remaining Direxion Work From Home ETF position as of Q2 2021 after selling out during the quarter.
  • New England Guild Wealth Advisors sold 3,721 Direxion Work From Home ETF shares in Q2 2021, an estimated $254K.
  • New England Guild Wealth Advisors first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 2 quarters.
  • New England Guild Wealth Advisors's Direxion Work From Home ETF position peaked at $254K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q2 2021.

Based on New England Guild Wealth Advisors's 13F filing for Q2 2021, filed 12 Jul 2021.