Northwestern Mutual Wealth Management
WFH

Northwestern Mutual Wealth Management’s Direxion Work From Home ETF WFH Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		– Sell
-5
Closed -$202 – 3609
2022
Q4 		$202 Buy
+5
New +$210 ﹤0.01% 3183
2022
Q1 		– Sell
-100
Closed -$7K – 3435
2021
Q4 		$7K Sell
100
-271
-73% -$20.6K ﹤0.01% 2696
2021
Q3 		$27K Buy
371
+271
+271% +$20.7K ﹤0.01% 2113
2021
Q2 		$8K Buy
+100
New +$7.18K ﹤0.01% 2522

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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

Northwestern Mutual Wealth Management's WFH Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of Direxion Work From Home ETF (WFH) in Q1 2023, closing a stake of 5 shares — an estimated $202 sold.

Northwestern Mutual Wealth Management first reported a position in WFH in Q2 2021 and held it in 4 quarters. The position peaked at $27K in Q3 2021. 21 funds tracked by Wall St. Rank hold WFH as of Q1 2023.

  • Northwestern Mutual Wealth Management reported no remaining Direxion Work From Home ETF position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5 Direxion Work From Home ETF shares in Q1 2023, an estimated $202.
  • Northwestern Mutual Wealth Management first reported a position in Direxion Work From Home ETF in Q2 2021 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Direxion Work From Home ETF position peaked at $27K in Q3 2021.
  • 21 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.