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Venturi Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-122
Closed -$4.47K – 2044
2024
Q3 		$4.47K Buy
122
+73
+149% +$2.99K ﹤0.01% 1476
2024
Q2 		$2.71K Buy
49
+6
+14% +$279 ﹤0.01% 1324
2024
Q1 		$2K Sell
43
-27
-39% -$1.04K ﹤0.01% 1254
2023
Q4 		$2.2K Sell
70
-18
-20% -$397 ﹤0.01% 1199
2023
Q3 		$1.66K Buy
+88
New +$2.02K ﹤0.01% 1209

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Venturi Wealth Management's SOXL Position: Q4 2024 in Review

Venturi Wealth Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2024, closing a stake of 122 shares — an estimated $4.47K sold.

Venturi Wealth Management first reported a position in SOXL in Q3 2023 and held it in 5 quarters. The position peaked at $4.47K in Q3 2024. 114 funds tracked by Wall St. Rank hold SOXL as of Q4 2024.

  • Venturi Wealth Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 122 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2024, an estimated $4.47K.
  • Venturi Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $4.47K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.