SIAG
WFH

Safeguard Investment Advisory Group’s Direxion Work From Home ETF WFH Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-2,219
Closed -$149K – 723
2020
Q4 		$149K Buy
+2,219
New +$133K 0.13% 93

Other funds holding WFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Safeguard Investment Advisory Group's WFH Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Direxion Work From Home ETF (WFH) in Q1 2021, closing a stake of 2,219 shares — an estimated $149K sold.

Safeguard Investment Advisory Group first reported a position in WFH in Q4 2020 and held it in 1 quarter. The position peaked at $149K in Q4 2020. 48 funds tracked by Wall St. Rank hold WFH as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Direxion Work From Home ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,219 Direxion Work From Home ETF shares in Q1 2021, an estimated $149K.
  • Safeguard Investment Advisory Group first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Direxion Work From Home ETF position peaked at $149K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.