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United Capital Financial Advisors’s Direxion Daily Real Estate Bear 3X ETF DRV Stock Holding History

United Capital Financial Advisors’s Portfolio DRV Stock Details DRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-407
Closed -$207K – 1214
2021
Q3 		$207K Buy
+407
New +$19K ﹤0.01% 1134

Other funds holding DRV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

United Capital Financial Advisors's DRV Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Direxion Daily Real Estate Bear 3X ETF (DRV) in Q4 2021, closing a stake of 407 shares — an estimated $207K sold.

United Capital Financial Advisors first reported a position in DRV in Q3 2021 and held it in 1 quarter. The position peaked at $207K in Q3 2021. 6 funds tracked by Wall St. Rank hold DRV as of Q4 2021.

  • United Capital Financial Advisors reported no remaining Direxion Daily Real Estate Bear 3X ETF position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 407 Direxion Daily Real Estate Bear 3X ETF shares in Q4 2021, an estimated $207K.
  • United Capital Financial Advisors first reported a position in Direxion Daily Real Estate Bear 3X ETF in Q3 2021 and held it in 1 quarter.
  • United Capital Financial Advisors's Direxion Daily Real Estate Bear 3X ETF position peaked at $207K in Q3 2021.
  • 6 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bear 3X ETF as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.