Sandy Spring Bank’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Sandy Spring Bank’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
2023 Q2	–	Sell	-400	Closed	-$29K	–	1258
2023 Q1	$29K	Hold	400	–	–	﹤0.01%	634
2022 Q4	$25.5K	Sell	400 -100	-20%	-$6.43K	﹤0.01%	651
2022 Q3	$30K	Hold	500	–	–	﹤0.01%	597
2022 Q2	$31K	Hold	500	–	–	﹤0.01%	616
2022 Q1	$39K	Sell	500 -300	-38%	-$22.9K	﹤0.01%	587
2021 Q4	$68K	Hold	800	–	–	﹤0.01%	514
2021 Q3	$66K	Hold	800	–	–	﹤0.01%	503
2021 Q2	$67K	Buy	+800	New	+$63.8K	﹤0.01%	512

Other funds holding QQQE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Sandy Spring Bank's QQQE Position: Q2 2023 in Review

Sandy Spring Bank sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2023, closing a stake of 400 shares — an estimated $29K sold.

Sandy Spring Bank first reported a position in QQQE in Q2 2021 and held it in 8 quarters. The position peaked at $68K in Q4 2021. 131 funds tracked by Wall St. Rank hold QQQE as of Q2 2023.

Sandy Spring Bank reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2023 after selling out during the quarter.
Sandy Spring Bank sold 400 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2023, an estimated $29K.
Sandy Spring Bank first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2021 and held it in 8 quarters.
Sandy Spring Bank's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $68K in Q4 2021.
131 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2023.

Based on Sandy Spring Bank's 13F filing for Q2 2023, filed 4 Aug 2023.