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WR Wealth Planners’s Direxion Daily Real Estate Bear 3X ETF DRV Stock Holding History

WR Wealth Planners’s Portfolio DRV Stock Details DRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$241 – 361
2023
Q3 		$241 Hold
4
– – ﹤0.01% 877
2023
Q2 		$182 Sell
4
-121
-97% -$6.07K ﹤0.01% 870
2023
Q1 		$6.05K Sell
125
-55
-31% -$2.6K ﹤0.01% 653
2022
Q4 		$9.71K Buy
+180
New +$10.6K 0.01% 270

Other funds holding DRV

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WR Wealth Planners's DRV Position: Q4 2023 in Review

WR Wealth Planners sold out of Direxion Daily Real Estate Bear 3X ETF (DRV) in Q4 2023, closing a stake of 4 shares — an estimated $241 sold.

WR Wealth Planners first reported a position in DRV in Q4 2022 and held it in 4 quarters. The position peaked at $9.71K in Q4 2022. 18 funds tracked by Wall St. Rank hold DRV as of Q4 2023.

  • WR Wealth Planners reported no remaining Direxion Daily Real Estate Bear 3X ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 4 Direxion Daily Real Estate Bear 3X ETF shares in Q4 2023, an estimated $241.
  • WR Wealth Planners first reported a position in Direxion Daily Real Estate Bear 3X ETF in Q4 2022 and held it in 4 quarters.
  • WR Wealth Planners's Direxion Daily Real Estate Bear 3X ETF position peaked at $9.71K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bear 3X ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.