SAM
WFH

Synergy Asset Management’s Direxion Work From Home ETF WFH Stock Holding History

Synergy Asset Management’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
2021
Q3 		– Sell
-59,889
Closed -$4.54M – 138
2021
Q2 		$4.54M Buy
+59,889
New +$4.3M 1.2% 32

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Synergy Asset Management's WFH Position: Q3 2021 in Review

Synergy Asset Management sold out of Direxion Work From Home ETF (WFH) in Q3 2021, closing a stake of 59,889 shares — an estimated $4.54M sold.

Synergy Asset Management first reported a position in WFH in Q2 2021 and held it in 1 quarter. The position peaked at $4.54M in Q2 2021. 49 funds tracked by Wall St. Rank hold WFH as of Q3 2021.

  • Synergy Asset Management reported no remaining Direxion Work From Home ETF position as of Q3 2021 after selling out during the quarter.
  • Synergy Asset Management sold 59,889 Direxion Work From Home ETF shares in Q3 2021, an estimated $4.54M.
  • Synergy Asset Management first reported a position in Direxion Work From Home ETF in Q2 2021 and held it in 1 quarter.
  • Synergy Asset Management's Direxion Work From Home ETF position peaked at $4.54M in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2021.

Based on Synergy Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.