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Clear Point Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-145
Closed -$5.28K – 242
2024
Q3 		$5.28K Buy
145
+45
+45% +$1.57K ﹤0.01% 392
2024
Q2 		$3.46K Hold
100
– – ﹤0.01% 411
2024
Q1 		$3.4K Hold
100
– – ﹤0.01% 409
2023
Q4 		$3.09K Buy
+100
New +$2.88K ﹤0.01% 397

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Clear Point Advisors's EVX Position: Q4 2024 in Review

Clear Point Advisors sold out of VanEck Environmental Services ETF (EVX) in Q4 2024, closing a stake of 145 shares — an estimated $5.28K sold.

Clear Point Advisors first reported a position in EVX in Q4 2023 and held it in 4 quarters. The position peaked at $5.28K in Q3 2024. 48 funds tracked by Wall St. Rank hold EVX as of Q4 2024.

  • Clear Point Advisors reported no remaining VanEck Environmental Services ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 145 VanEck Environmental Services ETF shares in Q4 2024, an estimated $5.28K.
  • Clear Point Advisors first reported a position in VanEck Environmental Services ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's VanEck Environmental Services ETF position peaked at $5.28K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.