VFA
WFH

Valeo Financial Advisors’s Direxion Work From Home ETF WFH Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-73
Closed -$4.39K – 1872
2020
Q3 		$4K Buy
+73
New +$3.9K ﹤0.01% 1318

Other funds holding WFH

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Valeo Financial Advisors's WFH Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Direxion Work From Home ETF (WFH) in Q4 2020, closing a stake of 73 shares — an estimated $4.39K sold.

Valeo Financial Advisors first reported a position in WFH in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 50 funds tracked by Wall St. Rank hold WFH as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Direxion Work From Home ETF position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 73 Direxion Work From Home ETF shares in Q4 2020, an estimated $4.39K.
  • Valeo Financial Advisors first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Direxion Work From Home ETF position peaked at $4K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.