Bartlett & Co Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Bartlett & Co Wealth Management’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
2024 Q4	–	Sell	-159	Closed	-$7.33K	–	1148
2024 Q3	$7.33K	Hold	159	–	–	﹤0.01%	940
2024 Q2	$6.76K	Hold	159	–	–	﹤0.01%	960
2024 Q1	$8.17K	Hold	159	–	–	﹤0.01%	934
2023 Q4	$9.95K	Hold	159	–	–	﹤0.01%	1003
2023 Q3	$10.5K	Hold	159	–	–	﹤0.01%	921
2023 Q2	$13.2K	Hold	159	–	–	﹤0.01%	889
2023 Q1	$13K	Hold	159	–	–	﹤0.01%	786
2022 Q4	$12.1K	Hold	159	–	–	﹤0.01%	805
2022 Q3	$13.2K	Hold	159	–	–	﹤0.01%	776
2022 Q2	$13.8K	Buy	+159	New	+$15.6K	﹤0.01%	806

Other funds holding REMX

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

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

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

Bartlett & Co Wealth Management's REMX Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2024, closing a stake of 159 shares — an estimated $7.33K sold.

Bartlett & Co Wealth Management first reported a position in REMX in Q2 2022 and held it in 10 quarters. The position peaked at $13.8K in Q2 2022. 82 funds tracked by Wall St. Rank hold REMX as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 159 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2024, an estimated $7.33K.
Bartlett & Co Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2022 and held it in 10 quarters.
Bartlett & Co Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $13.8K in Q2 2022.
82 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.