Cornerstone Wealth Group’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Cornerstone Wealth Group’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	-1,857	Closed	-$220K	–	149
2022 Q1	$220K	Buy	+1,857	New	+$200K	0.04%	138
2021 Q4	–	Sell	-2,003	Closed	-$207K	–	165
2021 Q3	$207K	Buy	+2,003	New	+$213K	0.04%	144
2020 Q4	–	Sell	-62,047	Closed	-$2.34M	–	173
2020 Q3	$2.34M	Buy	+62,047	New	+$2.5M	0.64%	52

Other funds holding REMX

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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 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

Cornerstone Wealth Group's REMX Position: Q2 2022 in Review

Cornerstone Wealth Group sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2022, closing a stake of 1,857 shares — an estimated $220K sold.

Cornerstone Wealth Group first reported a position in REMX in Q3 2020 and held it in 3 quarters. The position peaked at $2.34M in Q3 2020. 158 funds tracked by Wall St. Rank hold REMX as of Q2 2022.

Cornerstone Wealth Group reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q2 2022 after selling out during the quarter.
Cornerstone Wealth Group sold 1,857 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2022, an estimated $220K.
Cornerstone Wealth Group first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2020 and held it in 3 quarters.
Cornerstone Wealth Group's VanEck Rare Earth/Strategic Metals ETF position peaked at $2.34M in Q3 2020.
158 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2022.

Based on Cornerstone Wealth Group's 13F filing for Q2 2022, filed 20 Jul 2022.