Stonebridge Capital Advisors’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Stonebridge Capital Advisors’s Portfolio NUGT Stock Details NUGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6	Closed	-$160	–	623
2023 Q3	$160	Hold	6	–	–	﹤0.01%	902
2023 Q2	$209	Hold	6	–	–	﹤0.01%	904
2023 Q1	$252	Hold	6	–	–	﹤0.01%	911
2022 Q4	$207	Hold	6	–	–	﹤0.01%	931
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1082
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1020
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1074
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1019
2021 Q3	$0	Sell	6 -6	-50%	-$318	﹤0.01%	1052
2021 Q2	$0	Buy	12 +6	+100%	+$409	﹤0.01%	1035
2021 Q1	$0	Buy	+6	New	+$366	﹤0.01%	967
2020 Q3	–	Sell	-6	Closed	–	–	526
2020 Q2	$0	Hold	6	–	–	﹤0.01%	822
2020 Q1	$0	Sell	6 -200	-97%	-$26.4K	﹤0.01%	830
2019 Q4	$36K	Buy	206 +200	+3,333%	+$28.9K	0.01%	366
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	809
2019 Q2	$1K	Buy	+6	New	+$555	﹤0.01%	853

Other funds holding NUGT

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

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

Stonebridge Capital Advisors's NUGT Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q4 2023, closing a stake of 6 shares — an estimated $160 sold.

Stonebridge Capital Advisors first reported a position in NUGT in Q2 2019 and held it in 16 quarters. The position peaked at $36K in Q4 2019. 38 funds tracked by Wall St. Rank hold NUGT as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 6 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q4 2023, an estimated $160.
Stonebridge Capital Advisors first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q2 2019 and held it in 16 quarters.
Stonebridge Capital Advisors's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $36K in Q4 2019.
38 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.