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Williams Jones Wealth Management’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Williams Jones Wealth Management’s Portfolio TZA Stock Details TZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-154
Closed -$209K – 481
2020
Q3 		$209K Buy
+154
New +$219K ﹤0.01% 392

Other funds holding TZA

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FTUS
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 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

Williams Jones Wealth Management's TZA Position: Q4 2020 in Review

Williams Jones Wealth Management sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q4 2020, closing a stake of 154 shares — an estimated $209K sold.

Williams Jones Wealth Management first reported a position in TZA in Q3 2020 and held it in 1 quarter. The position peaked at $209K in Q3 2020. 37 funds tracked by Wall St. Rank hold TZA as of Q4 2020.

  • Williams Jones Wealth Management reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q4 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 154 Direxion Daily Small Cap Bear 3x ETF shares in Q4 2020, an estimated $209K.
  • Williams Jones Wealth Management first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q3 2020 and held it in 1 quarter.
  • Williams Jones Wealth Management's Direxion Daily Small Cap Bear 3x ETF position peaked at $209K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q4 2020.

Based on Williams Jones Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.