Atria Wealth Solutions’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Atria Wealth Solutions’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,572	Closed	-$297K	–	1961
2023 Q2	$297K	Sell	3,572 -373	-9%	-$30.6K	﹤0.01%	1448
2023 Q1	$322K	Sell	3,945 -37	-0.9%	-$3.15K	﹤0.01%	1374
2022 Q4	$303K	Sell	3,982 -118	-3%	-$10.3K	﹤0.01%	1356
2022 Q3	$342K	Hold	4,100	–	–	0.01%	1222
2022 Q2	$356K	Sell	4,100 -261	-6%	-$25.6K	0.01%	1129
2022 Q1	$516K	Buy	+4,361	New	+$469K	0.01%	1053

Other funds holding REMX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Atria Wealth Solutions's REMX Position: Q3 2023 in Review

Atria Wealth Solutions sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2023, closing a stake of 3,572 shares — an estimated $297K sold.

Atria Wealth Solutions first reported a position in REMX in Q1 2022 and held it in 6 quarters. The position peaked at $516K in Q1 2022. 137 funds tracked by Wall St. Rank hold REMX as of Q3 2023.

Atria Wealth Solutions reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,572 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2023, an estimated $297K.
Atria Wealth Solutions first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's VanEck Rare Earth/Strategic Metals ETF position peaked at $516K in Q1 2022.
137 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.