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Robertson Stephens Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q4 		– Sell
-18,849
Closed -$1.7M – 625
2024
Q3 		$1.7M Buy
+18,849
New +$1.66M 0.06% 212

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Robertson Stephens Wealth Management's QQQE Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2024, closing a stake of 18,849 shares — an estimated $1.7M sold.

Robertson Stephens Wealth Management first reported a position in QQQE in Q3 2024 and held it in 1 quarter. The position peaked at $1.7M in Q3 2024. 228 funds tracked by Wall St. Rank hold QQQE as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 18,849 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2024, an estimated $1.7M.
  • Robertson Stephens Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.7M in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.