RWB
WFH

RMR Wealth Builders’s Direxion Work From Home ETF WFH Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-700
Closed -$48K – 709
2021
Q1 		$48K Buy
700
+400
+133% +$28K 0.01% 375
2020
Q4 		$20K Buy
+300
New +$18K 0.01% 355

Other funds holding WFH

SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's WFH Position: Q2 2021 in Review

RMR Wealth Builders sold out of Direxion Work From Home ETF (WFH) in Q2 2021, closing a stake of 700 shares — an estimated $48K sold.

RMR Wealth Builders first reported a position in WFH in Q4 2020 and held it in 2 quarters. The position peaked at $48K in Q1 2021. 48 funds tracked by Wall St. Rank hold WFH as of Q2 2021.

  • RMR Wealth Builders reported no remaining Direxion Work From Home ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 700 Direxion Work From Home ETF shares in Q2 2021, an estimated $48K.
  • RMR Wealth Builders first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Direxion Work From Home ETF position peaked at $48K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.