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360 Financial’s VanEck Environmental Services ETF EVX Stock Holding History

360 Financial’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-85,200
Closed -$2.6M – 88
2023
Q4 		$2.6M Buy
+85,200
New +$2.45M 1.15% 15

Other funds holding EVX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

360 Financial's EVX Position: Q1 2024 in Review

360 Financial sold out of VanEck Environmental Services ETF (EVX) in Q1 2024, closing a stake of 85,200 shares — an estimated $2.6M sold.

360 Financial first reported a position in EVX in Q4 2023 and held it in 1 quarter. The position peaked at $2.6M in Q4 2023. 39 funds tracked by Wall St. Rank hold EVX as of Q1 2024.

  • 360 Financial reported no remaining VanEck Environmental Services ETF position as of Q1 2024 after selling out during the quarter.
  • 360 Financial sold 85,200 VanEck Environmental Services ETF shares in Q1 2024, an estimated $2.6M.
  • 360 Financial first reported a position in VanEck Environmental Services ETF in Q4 2023 and held it in 1 quarter.
  • 360 Financial's VanEck Environmental Services ETF position peaked at $2.6M in Q4 2023.
  • 39 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2024.

Based on 360 Financial's 13F filing for Q1 2024, filed 13 May 2024.