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Concorde Asset Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Concorde Asset 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
Q2 		– Sell
-2,174
Closed -$257K – 156
2022
Q1 		$257K Buy
2,174
+69
+3% +$7.42K 0.17% 123
2021
Q4 		$236K Sell
2,105
-235
-10% -$26.8K 0.14% 143
2021
Q3 		$242K Sell
2,340
-654
-22% -$69.5K 0.14% 165
2021
Q2 		$254K Buy
2,994
+313
+12% +$25.3K 0.14% 155
2021
Q1 		$201K Buy
+2,681
New +$213K 0.12% 206

Other funds holding REMX

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
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
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Concorde Asset Management's REMX Position: Q2 2022 in Review

Concorde Asset Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2022, closing a stake of 2,174 shares — an estimated $257K sold.

Concorde Asset Management first reported a position in REMX in Q1 2021 and held it in 5 quarters. The position peaked at $257K in Q1 2022. 158 funds tracked by Wall St. Rank hold REMX as of Q2 2022.

  • Concorde Asset Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q2 2022 after selling out during the quarter.
  • Concorde Asset Management sold 2,174 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2022, an estimated $257K.
  • Concorde Asset Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2021 and held it in 5 quarters.
  • Concorde Asset Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $257K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2022.

Based on Concorde Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.