DB Wealth Management Group’s VanEck Environmental Services ETF EVX Stock Holding History

DB Wealth Management Group’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
2023 Q4	$21.3K	Hold	700	–	–	0.01%	229
2023 Q3	$20.1K	Hold	700	–	–	0.01%	225
2023 Q2	$22.6K	Hold	700	–	–	0.01%	219
2023 Q1	$20.4K	Hold	700	–	–	0.01%	231
2022 Q4	$19.1K	Hold	700	–	–	0.01%	230
2022 Q3	$18K	Hold	700	–	–	0.01%	240
2022 Q2	$18K	Hold	700	–	–	0.01%	247
2022 Q1	$21K	Hold	700	–	–	0.01%	254
2021 Q4	$21K	Hold	700	–	–	0.01%	225
2021 Q3	$20K	Sell	700 -85	-11%	-$2.46K	0.01%	225
2021 Q2	$22K	Hold	785	–	–	0.01%	219
2021 Q1	$21K	Hold	785	–	–	0.01%	230
2020 Q4	$19K	Buy	+785	New	+$17.5K	0.01%	228

Other funds holding EVX

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

DB Wealth Management Group's EVX Position: Q4 2023 in Review

DB Wealth Management Group held its VanEck Environmental Services ETF (EVX) position steady in Q4 2023 at 700 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #229.

DB Wealth Management Group first reported a position in EVX in Q4 2020 and has held it in 13 quarters since. The position peaked at $22.6K in Q2 2023. 44 funds tracked by Wall St. Rank hold EVX as of Q4 2023.

DB Wealth Management Group held 700 shares of VanEck Environmental Services ETF worth $21.3K as of Q4 2023.
DB Wealth Management Group left its VanEck Environmental Services ETF share count unchanged in Q4 2023.
VanEck Environmental Services ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #229 holding.
DB Wealth Management Group first reported a position in VanEck Environmental Services ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's VanEck Environmental Services ETF position peaked at $22.6K in Q2 2023.
44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.