Question 1

How many shares of SOXL does BLAIR WILLIAM & CO/IL own?

Accepted Answer

BLAIR WILLIAM & CO/IL previously held 0 shares of SOXL (DIREXION SHARES ETF TRUST) before exiting the position in 2023-Q2.

Question 2

What is BLAIR WILLIAM & CO/IL's SOXL position worth?

Accepted Answer

BLAIR WILLIAM & CO/IL's SOXL position was last reported at $0 in 2023-Q2 before the exit.

Question 3

Is BLAIR WILLIAM & CO/IL buying or selling SOXL?

Accepted Answer

In 2023-Q2, BLAIR WILLIAM & CO/IL exited their SOXL position entirely (-100.0% change in shares).

Question 4

When did BLAIR WILLIAM & CO/IL first buy SOXL?

Accepted Answer

Based on available 13F filings, BLAIR WILLIAM & CO/IL first reported a position in SOXL in 2018-Q4. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$23.37	0
2023-Q1	New	396	-	$7,247	0.0%	$17.59	25
2020-Q1	Exited	0	-100.0%	$0	0.0%	$6.54	0
2019-Q4	Unchanged	500	0.0%	$137,000	0.0%	$17.62	0
2019-Q3	Decreased	500	-28.6%	$85,000	0.0%	$10.64	0
2019-Q2	Unchanged	700	0.0%	$104,000	0.0%	$9.54	0
2019-Q1	Decreased	700	-30.0%	$96,000	0.0%	$8.84	0
2018-Q4	New	1,000	-	$83,000	0.0%	$5.25	30

SOXL8 quarters

SOXL
8 quarters