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

Allworth 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
2023
Q4 		– Sell
-745
Closed -$21.4K – 3512
2023
Q3 		$21.4K Buy
+745
New +$23.3K ﹤0.01% 1475

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allworth Financial's EVX Position: Q4 2023 in Review

Allworth Financial sold out of VanEck Environmental Services ETF (EVX) in Q4 2023, closing a stake of 745 shares — an estimated $21.4K sold.

Allworth Financial first reported a position in EVX in Q3 2023 and held it in 1 quarter. The position peaked at $21.4K in Q3 2023. 44 funds tracked by Wall St. Rank hold EVX as of Q4 2023.

  • Allworth Financial reported no remaining VanEck Environmental Services ETF position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 745 VanEck Environmental Services ETF shares in Q4 2023, an estimated $21.4K.
  • Allworth Financial first reported a position in VanEck Environmental Services ETF in Q3 2023 and held it in 1 quarter.
  • Allworth Financial's VanEck Environmental Services ETF position peaked at $21.4K in Q3 2023.
  • 44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.