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Castle Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Castle 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
2022
Q4 		– Sell
-449
Closed -$37K – 500
2022
Q3 		$37K Hold
449
– – 0.02% 253
2022
Q2 		$39K Buy
+449
New +$44.1K 0.02% 243

Other funds holding REMX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castle Wealth Management's REMX Position: Q4 2022 in Review

Castle Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2022, closing a stake of 449 shares — an estimated $37K sold.

Castle Wealth Management first reported a position in REMX in Q2 2022 and held it in 2 quarters. The position peaked at $39K in Q2 2022. 152 funds tracked by Wall St. Rank hold REMX as of Q4 2022.

  • Castle Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 449 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2022, an estimated $37K.
  • Castle Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $39K in Q2 2022.
  • 152 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.