Capital Asset Advisory Services’s VanEck Environmental Services ETF EVX Stock Holding History

Capital Asset Advisory Services’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	-280	Closed	-$8K	–	622
2021 Q3	$8K	Hold	280	–	–	﹤0.01%	611
2021 Q2	$8K	Hold	280	–	–	﹤0.01%	637
2021 Q1	$7K	Buy	+280	New	+$7.06K	﹤0.01%	606
2020 Q3	–	Sell	-140	Closed	-$3K	–	568
2020 Q2	$3K	Hold	140	–	–	﹤0.01%	528
2020 Q1	$2K	Sell	140 -5	-3%	-$99	﹤0.01%	476
2019 Q4	$3K	Buy	+145	New	+$3.02K	﹤0.01%	554

Other funds holding EVX

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Capital Asset Advisory Services's EVX Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of VanEck Environmental Services ETF (EVX) in Q4 2021, closing a stake of 280 shares — an estimated $8K sold.

Capital Asset Advisory Services first reported a position in EVX in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 42 funds tracked by Wall St. Rank hold EVX as of Q4 2021.

Capital Asset Advisory Services reported no remaining VanEck Environmental Services ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 280 VanEck Environmental Services ETF shares in Q4 2021, an estimated $8K.
Capital Asset Advisory Services first reported a position in VanEck Environmental Services ETF in Q4 2019 and held it in 6 quarters.
Capital Asset Advisory Services's VanEck Environmental Services ETF position peaked at $8K in Q3 2021.
42 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.