BKM Wealth Management’s VanEck Steel ETF SLX Stock Holding History

BKM Wealth Management’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$14.8K	–	494
2023 Q4	$14.8K	Buy	+200	New	+$13.4K	0.01%	417

Other funds holding SLX

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BKM Wealth Management's SLX Position: Q1 2024 in Review

BKM Wealth Management sold out of VanEck Steel ETF (SLX) in Q1 2024, closing a stake of 200 shares — an estimated $14.8K sold.

BKM Wealth Management first reported a position in SLX in Q4 2023 and held it in 1 quarter. The position peaked at $14.8K in Q4 2023. 44 funds tracked by Wall St. Rank hold SLX as of Q1 2024.

BKM Wealth Management reported no remaining VanEck Steel ETF position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 200 VanEck Steel ETF shares in Q1 2024, an estimated $14.8K.
BKM Wealth Management first reported a position in VanEck Steel ETF in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's VanEck Steel ETF position peaked at $14.8K in Q4 2023.
44 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.