Raymond James Financial Services Advisors’s Direxion Work From Home ETF WFH Stock Holding History

Raymond James Financial Services 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 Q1	–	Sell	-8,330	Closed	-$337K	–	3414
2022 Q4	$337K	Sell	8,330 -1,886	-18%	-$79.3K	﹤0.01%	2512
2022 Q3	$433K	Sell	10,216 -939	-8%	-$45.3K	﹤0.01%	2343
2022 Q2	$530K	Sell	11,155 -3,765	-25%	-$204K	﹤0.01%	2236
2022 Q1	$979K	Sell	14,920 -9,173	-38%	-$602K	﹤0.01%	1962
2021 Q4	$1.79M	Sell	24,093 -598	-2%	-$45.4K	﹤0.01%	1614
2021 Q3	$1.83M	Sell	24,691 -11,675	-32%	-$891K	﹤0.01%	1537
2021 Q2	$2.76M	Sell	36,366 -3,391	-9%	-$243K	0.01%	1295
2021 Q1	$2.72M	Sell	39,757 -218,314	-85%	-$15.3M	0.01%	1219
2020 Q4	$17.4M	Sell	258,071 -34,357	-12%	-$2.07M	0.04%	399
2020 Q3	$15.8M	Buy	+292,428	New	+$15.6M	0.05%	370

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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 Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's WFH Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Direxion Work From Home ETF (WFH) in Q1 2023, closing a stake of 8,330 shares — an estimated $337K sold.

Raymond James Financial Services Advisors first reported a position in WFH in Q3 2020 and held it in 10 quarters. The position peaked at $17.4M in Q4 2020. 21 funds tracked by Wall St. Rank hold WFH as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining Direxion Work From Home ETF position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 8,330 Direxion Work From Home ETF shares in Q1 2023, an estimated $337K.
Raymond James Financial Services Advisors first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 10 quarters.
Raymond James Financial Services Advisors's Direxion Work From Home ETF position peaked at $17.4M in Q4 2020.
21 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.