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VitalStone Financial’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

VitalStone Financial’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
Q3 		$144K Sell
3,939
-5,382
-58% -$220K 0.1% 117
2024
Q2 		$516K Buy
9,321
+7,135
+326% +$332K 0.37% 55
2024
Q1 		$102K Buy
2,186
+1,779
+437% +$68.3K 0.08% 135
2023
Q4 		$13K Buy
+407
New +$8.97K 0.01% 265

Other funds holding SOXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

VitalStone Financial's SOXL Position: Q3 2024 in Review

VitalStone Financial reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 58% in Q3 2024, selling an estimated $220K and leaving 3,939 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #117.

VitalStone Financial first reported a position in SOXL in Q4 2023 and has held it in 4 quarters since. The position peaked at $516K in Q2 2024. 124 funds tracked by Wall St. Rank hold SOXL as of Q3 2024.

  • VitalStone Financial held 3,939 shares of Direxion Daily Semiconductor Bull 3X ETF worth $144K as of Q3 2024.
  • VitalStone Financial sold 5,382 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2024, an estimated $220K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.1% of VitalStone Financial's portfolio in Q3 2024, its #117 holding.
  • VitalStone Financial first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2023 and has held it in 4 quarters since.
  • VitalStone Financial's Direxion Daily Semiconductor Bull 3X ETF position peaked at $516K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.