Capital Asset Advisory Services’s VanEck Steel ETF SLX Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-40	Closed	-$2K	–	1373
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	1463
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	544
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	569
2020 Q1	$1K	Sell	40 -240	-86%	-$7.41K	﹤0.01%	504
2019 Q4	$10K	Buy	+280	New	+$10.1K	﹤0.01%	510

Other funds holding SLX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Capital Asset Advisory Services's SLX Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of VanEck Steel ETF (SLX) in Q1 2021, closing a stake of 40 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in SLX in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2019. 41 funds tracked by Wall St. Rank hold SLX as of Q1 2021.

Capital Asset Advisory Services reported no remaining VanEck Steel ETF position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 40 VanEck Steel ETF shares in Q1 2021, an estimated $2K.
Capital Asset Advisory Services first reported a position in VanEck Steel ETF in Q4 2019 and held it in 5 quarters.
Capital Asset Advisory Services's VanEck Steel ETF position peaked at $10K in Q4 2019.
41 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.