CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s VanEck Steel ETF SLX Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q2 		– Sell
-109
Closed -$7K – 5115
2022
Q1 		$7K Buy
+109
New +$6.44K ﹤0.01% 3991
2021
Q2 		– Sell
-100
Closed -$6K – 4645
2021
Q1 		$6K Buy
+100
New +$4.96K ﹤0.01% 3672

Other funds holding SLX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

CAPTRUST Financial Advisors's SLX Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of VanEck Steel ETF (SLX) in Q2 2022, closing a stake of 109 shares — an estimated $7K sold.

CAPTRUST Financial Advisors first reported a position in SLX in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 42 funds tracked by Wall St. Rank hold SLX as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining VanEck Steel ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 109 VanEck Steel ETF shares in Q2 2022, an estimated $7K.
  • CAPTRUST Financial Advisors first reported a position in VanEck Steel ETF in Q1 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's VanEck Steel ETF position peaked at $7K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.