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American Portfolios Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

American Portfolios Advisors’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
2021
Q4 		– Sell
-20,850
Closed -$598K – 3535
2021
Q3 		$598K Buy
20,850
+4,235
+25% +$123K 0.02% 629
2021
Q2 		$470K Buy
+16,615
New +$465K 0.02% 739

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

American Portfolios Advisors's EVX Position: Q4 2021 in Review

American Portfolios Advisors sold out of VanEck Environmental Services ETF (EVX) in Q4 2021, closing a stake of 20,850 shares — an estimated $598K sold.

American Portfolios Advisors first reported a position in EVX in Q2 2021 and held it in 2 quarters. The position peaked at $598K in Q3 2021. 42 funds tracked by Wall St. Rank hold EVX as of Q4 2021.

  • American Portfolios Advisors reported no remaining VanEck Environmental Services ETF position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 20,850 VanEck Environmental Services ETF shares in Q4 2021, an estimated $598K.
  • American Portfolios Advisors first reported a position in VanEck Environmental Services ETF in Q2 2021 and held it in 2 quarters.
  • American Portfolios Advisors's VanEck Environmental Services ETF position peaked at $598K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.