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Wilbanks Smith & Thomas Asset Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio SPXL Stock Details SPXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,775
Closed -$345K – 495
2020
Q4 		$345K Buy
+4,775
New +$296K 0.02% 312

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WAM
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JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SPXL Position: Q1 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2021, closing a stake of 4,775 shares — an estimated $345K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SPXL in Q4 2020 and held it in 1 quarter. The position peaked at $345K in Q4 2020. 74 funds tracked by Wall St. Rank hold SPXL as of Q1 2021.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2021 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 4,775 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2021, an estimated $345K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2020 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $345K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2021, filed 11 May 2021.