OIA
FAZ

Optimum Investment Advisors’s Direxion Daily Financial Bear 3x ETF FAZ Stock Holding History

Optimum Investment Advisors’s Portfolio FAZ Stock Details FAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-140
Closed -$2K – 897
2020
Q3 		$2K Hold
140
– – ﹤0.01% 822
2020
Q2 		$2K Sell
140
-1,106
-89% -$15.8K ﹤0.01% 813
2020
Q1 		$47K Buy
+1,246
New +$47K 0.02% 440

Other funds holding FAZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Optimum Investment Advisors's FAZ Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Direxion Daily Financial Bear 3x ETF (FAZ) in Q4 2020, closing a stake of 140 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in FAZ in Q1 2020 and held it in 3 quarters. The position peaked at $47K in Q1 2020. 25 funds tracked by Wall St. Rank hold FAZ as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Direxion Daily Financial Bear 3x ETF position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 140 Direxion Daily Financial Bear 3x ETF shares in Q4 2020, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Direxion Daily Financial Bear 3x ETF in Q1 2020 and held it in 3 quarters.
  • Optimum Investment Advisors's Direxion Daily Financial Bear 3x ETF position peaked at $47K in Q1 2020.
  • 25 funds tracked by Wall St. Rank held Direxion Daily Financial Bear 3x ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.