Claraphi Advisory Network’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Claraphi Advisory Network’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	$413K	Buy	5,426 +596	+12%	+$52.1K	0.16%	148
2022 Q3	$403K	Sell	4,830 -1,524	-24%	-$141K	0.22%	118
2022 Q2	$552K	Sell	6,354 -1,574	-20%	-$155K	0.19%	126
2022 Q1	$938K	Buy	+7,928	New	+$853K	0.27%	78
2020 Q2	–	Sell	-4	Closed	–	–	984
2020 Q1	$0	Buy	+4	New	+$144	﹤0.01%	1269
2019 Q4	–	Sell	-4	Closed	–	–	359
2019 Q3	$0	Buy	+4	New	+$161	﹤0.01%	428

Other funds holding REMX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Claraphi Advisory Network's REMX Position: Q4 2022 in Review

Claraphi Advisory Network increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 12% in Q4 2022, buying an estimated $52.1K and bringing the position to 5,426 shares worth $413K. The position accounts for 0.16% of the portfolio, ranked #148.

Claraphi Advisory Network first reported a position in REMX in Q3 2019 and has held it in 6 quarters since. The position peaked at $938K in Q1 2022. 152 funds tracked by Wall St. Rank hold REMX as of Q4 2022.

Claraphi Advisory Network held 5,426 shares of VanEck Rare Earth/Strategic Metals ETF worth $413K as of Q4 2022.
Claraphi Advisory Network bought 596 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2022, an estimated $52.1K.
VanEck Rare Earth/Strategic Metals ETF made up 0.16% of Claraphi Advisory Network's portfolio in Q4 2022, its #148 holding.
Claraphi Advisory Network first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2019 and has held it in 6 quarters since.
Claraphi Advisory Network's VanEck Rare Earth/Strategic Metals ETF position peaked at $938K in Q1 2022.
152 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.