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Abound Wealth Management’s REX American Resources REX Stock Holding History

Abound Wealth Management’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12
Closed -$353 – 1283
2024
Q1 		$353 Hold
12
– – ﹤0.01% 1060
2023
Q4 		$284 Buy
+12
New +$240 ﹤0.01% 1187
2023
Q3 		– Sell
-18
Closed -$314 – 1211
2023
Q2 		$314 Buy
+18
New +$279 ﹤0.01% 1027

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

Abound Wealth Management's REX Position: Q2 2024 in Review

Abound Wealth Management sold out of REX American Resources (REX) in Q2 2024, closing a stake of 12 shares — an estimated $353 sold.

Abound Wealth Management first reported a position in REX in Q2 2023 and held it in 3 quarters. The position peaked at $353 in Q1 2024. 177 funds tracked by Wall St. Rank hold REX as of Q2 2024.

  • Abound Wealth Management reported no remaining REX American Resources position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 12 REX American Resources shares in Q2 2024, an estimated $353.
  • Abound Wealth Management first reported a position in REX American Resources in Q2 2023 and held it in 3 quarters.
  • Abound Wealth Management's REX American Resources position peaked at $353 in Q1 2024.
  • 177 funds tracked by Wall St. Rank held REX American Resources as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.