SFC
WFH

Strategic Financial Concepts’s Direxion Work From Home ETF WFH Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-10,924
Closed -$200 – 740
2024
Q2 		$200 Buy
+10,924
New +$593K ﹤0.01% 723

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Strategic Financial Concepts's WFH Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Direxion Work From Home ETF (WFH) in Q3 2024, closing a stake of 10,924 shares — an estimated $200 sold.

Strategic Financial Concepts first reported a position in WFH in Q2 2024 and held it in 1 quarter. The position peaked at $200 in Q2 2024. 17 funds tracked by Wall St. Rank hold WFH as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Direxion Work From Home ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,924 Direxion Work From Home ETF shares in Q3 2024, an estimated $200.
  • Strategic Financial Concepts first reported a position in Direxion Work From Home ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Direxion Work From Home ETF position peaked at $200 in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.