Sequoia Wealth Management’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Sequoia Wealth Management’s Portfolio KNOW Stock Details KNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-38,406	Closed	-$1.5M	–	68
2019 Q2	$1.5M	Buy	38,406 +623	+2%	+$24.3K	1.42%	16
2019 Q1	$1.45M	Buy	37,783 +2,052	+6%	+$77.6K	1.18%	23
2018 Q4	$1.2M	Sell	35,731 -536	-1%	-$20.1K	1.19%	22
2018 Q3	$1.49M	Buy	36,267 +10,330	+40%	+$438K	1.28%	24
2018 Q2	$1.07M	Buy	25,937 +2,893	+13%	+$119K	1.14%	23
2018 Q1	$944K	Buy	23,044 +6,103	+36%	+$255K	0.91%	23
2017 Q4	$717K	Buy	+16,941	New	+$709K	0.65%	31

Other funds holding KNOW

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

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sequoia Wealth Management's KNOW Position: Q3 2019 in Review

Sequoia Wealth Management sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q3 2019, closing a stake of 38,406 shares — an estimated $1.5M sold.

Sequoia Wealth Management first reported a position in KNOW in Q4 2017 and held it in 7 quarters. The position peaked at $1.5M in Q2 2019. 41 funds tracked by Wall St. Rank hold KNOW as of Q3 2019.

Sequoia Wealth Management reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 38,406 Direxion All Cap Insider Sentiment Shares shares in Q3 2019, an estimated $1.5M.
Sequoia Wealth Management first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's Direxion All Cap Insider Sentiment Shares position peaked at $1.5M in Q2 2019.
41 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.