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Tandem Wealth Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Tandem Wealth Advisors’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
2023
Q1 		– Sell
-19
Closed -$184 – 76
2022
Q4 		$184 Buy
+19
New +$200 ﹤0.01% 82

Other funds holding SOXL

Susquehanna International Group
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tandem Wealth Advisors's SOXL Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2023, closing a stake of 19 shares — an estimated $184 sold.

Tandem Wealth Advisors first reported a position in SOXL in Q4 2022 and held it in 1 quarter. The position peaked at $184 in Q4 2022. 81 funds tracked by Wall St. Rank hold SOXL as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 19 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2023, an estimated $184.
  • Tandem Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $184 in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.