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Sterling Financial Planning’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Sterling Financial Planning’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-338
Closed -$14K – 346
2021
Q3 		$14K Hold
338
– – 0.01% 292
2021
Q2 		$15K Sell
338
-352
-51% -$13.6K 0.01% 272
2021
Q1 		$26K Sell
690
-30
-4% -$1.12K 0.02% 209
2020
Q4 		$22K Buy
+720
New +$17.3K 0.02% 212

Other funds holding SOXL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Financial Planning's SOXL Position: Q4 2021 in Review

Sterling Financial Planning sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2021, closing a stake of 338 shares — an estimated $14K sold.

Sterling Financial Planning first reported a position in SOXL in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q1 2021. 62 funds tracked by Wall St. Rank hold SOXL as of Q4 2021.

  • Sterling Financial Planning reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 338 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2021, an estimated $14K.
  • Sterling Financial Planning first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Direxion Daily Semiconductor Bull 3X ETF position peaked at $26K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.