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WFH

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

NewEdge 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
2023
Q2 		– Sell
-150
Closed -$6.85K – 3641
2023
Q1 		$6.85K Hold
150
– – ﹤0.01% 2682
2022
Q4 		$6 Buy
+150
New +$6.3K ﹤0.01% 3787

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 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
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

NewEdge Advisors's WFH Position: Q2 2023 in Review

NewEdge Advisors sold out of Direxion Work From Home ETF (WFH) in Q2 2023, closing a stake of 150 shares — an estimated $6.85K sold.

NewEdge Advisors first reported a position in WFH in Q4 2022 and held it in 2 quarters. The position peaked at $6.85K in Q1 2023. 20 funds tracked by Wall St. Rank hold WFH as of Q2 2023.

  • NewEdge Advisors reported no remaining Direxion Work From Home ETF position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 150 Direxion Work From Home ETF shares in Q2 2023, an estimated $6.85K.
  • NewEdge Advisors first reported a position in Direxion Work From Home ETF in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Direxion Work From Home ETF position peaked at $6.85K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.