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

Congress 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
2023 Q4	–	Sell	-16,715	Closed	-$1.11M	–	659
2023 Q3	$1.11M	Sell	16,715 -691	-4%	-$52.6K	0.02%	362
2023 Q2	$1.45M	Buy	+17,406	New	+$1.43M	0.03%	304

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIM

Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Congress Wealth Management's REMX Position: Q4 2023 in Review

Congress Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2023, closing a stake of 16,715 shares — an estimated $1.11M sold.

Congress Wealth Management first reported a position in REMX in Q2 2023 and held it in 2 quarters. The position peaked at $1.45M in Q2 2023. 132 funds tracked by Wall St. Rank hold REMX as of Q4 2023.

Congress Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 16,715 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2023, an estimated $1.11M.
Congress Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2023 and held it in 2 quarters.
Congress Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.45M in Q2 2023.
132 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.