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Concord Wealth Partners’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Concord Wealth Partners’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
2024
Q3 		– Sell
-2
Closed -$85 – 1010
2024
Q2 		$85 Buy
+2
New +$102 ﹤0.01% 812

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FM
Freemont Management Vaud, Switzerland $661M AUM 60.48% 1-Year Est. Return

Concord Wealth Partners's REMX Position: Q3 2024 in Review

Concord Wealth Partners sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2024, closing a stake of 2 shares — an estimated $85 sold.

Concord Wealth Partners first reported a position in REMX in Q2 2024 and held it in 1 quarter. The position peaked at $85 in Q2 2024. 88 funds tracked by Wall St. Rank hold REMX as of Q3 2024.

  • Concord Wealth Partners reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 2 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2024, an estimated $85.
  • Concord Wealth Partners first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's VanEck Rare Earth/Strategic Metals ETF position peaked at $85 in Q2 2024.
  • 88 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.