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RE Dickinson Investment Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

RE Dickinson Investment Advisors’s Portfolio QQQE Stock Details QQQE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-141
Closed -$8K – 395
2022
Q3 		$8K Buy
141
+52
+58% +$3.49K 0.01% 163
2022
Q2 		$6 Buy
+89
New +$6.09K ﹤0.01% 190

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RE Dickinson Investment Advisors's QQQE Position: Q4 2022 in Review

RE Dickinson Investment Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2022, closing a stake of 141 shares — an estimated $8K sold.

RE Dickinson Investment Advisors first reported a position in QQQE in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 119 funds tracked by Wall St. Rank hold QQQE as of Q4 2022.

  • RE Dickinson Investment Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 141 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2022, an estimated $8K.
  • RE Dickinson Investment Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2022 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $8K in Q3 2022.
  • 119 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.