Steward Partners Investment Advisory’s Direxion Work From Home ETF WFH Stock Holding History

Steward Partners Investment Advisory’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
2024 Q1	–	Sell	-50	Closed	-$2.73K	–	3684
2023 Q4	$2.73K	Hold	50	–	–	﹤0.01%	3148
2023 Q3	$2.38K	Hold	50	–	–	﹤0.01%	3050
2023 Q2	$2.46K	Hold	50	–	–	﹤0.01%	2991
2023 Q1	$2.28K	Buy	+50	New	+$2.2K	﹤0.01%	2991
2022 Q3	–	Sell	-175	Closed	-$8K	–	3400
2022 Q2	$8K	Sell	175 -1,525	-90%	-$82.5K	﹤0.01%	2612
2022 Q1	$112K	Sell	1,700 -75	-4%	-$4.92K	﹤0.01%	1565
2021 Q4	$132K	Buy	1,775 +75	+4%	+$5.69K	﹤0.01%	1473
2021 Q3	$126K	Hold	1,700	–	–	﹤0.01%	1457
2021 Q2	$129K	Sell	1,700 -400	-19%	-$28.7K	﹤0.01%	1913
2021 Q1	$143K	Buy	2,100 +195	+10%	+$13.7K	﹤0.01%	1440
2020 Q4	$129K	Buy	1,905 +1,105	+138%	+$66.4K	﹤0.01%	1264
2020 Q3	$43K	Buy	+800	New	+$42.8K	﹤0.01%	1571

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Steward Partners Investment Advisory's WFH Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Direxion Work From Home ETF (WFH) in Q1 2024, closing a stake of 50 shares — an estimated $2.73K sold.

Steward Partners Investment Advisory first reported a position in WFH in Q3 2020 and held it in 12 quarters. The position peaked at $143K in Q1 2021. 18 funds tracked by Wall St. Rank hold WFH as of Q1 2024.

Steward Partners Investment Advisory reported no remaining Direxion Work From Home ETF position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 50 Direxion Work From Home ETF shares in Q1 2024, an estimated $2.73K.
Steward Partners Investment Advisory first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 12 quarters.
Steward Partners Investment Advisory's Direxion Work From Home ETF position peaked at $143K in Q1 2021.
18 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.