Ellevest Inc’s 5E Advanced Materials FEAM Stock Holding History

Ellevest Inc’s Portfolio FEAM Stock Details FEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11	Closed	-$1.97K	–	1955
2022 Q4	$1.97K	Sell	11 -36	-77%	-$8.88K	﹤0.01%	1393
2022 Q3	$11K	Buy	+47	New	+$16.6K	﹤0.01%	964

Other funds holding FEAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's FEAM Position: Q1 2023 in Review

Ellevest Inc sold out of 5E Advanced Materials (FEAM) in Q1 2023, closing a stake of 11 shares — an estimated $1.97K sold.

Ellevest Inc first reported a position in FEAM in Q3 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 50 funds tracked by Wall St. Rank hold FEAM as of Q1 2023.

Ellevest Inc reported no remaining 5E Advanced Materials position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 11 5E Advanced Materials shares in Q1 2023, an estimated $1.97K.
Ellevest Inc first reported a position in 5E Advanced Materials in Q3 2022 and held it in 2 quarters.
Ellevest Inc's 5E Advanced Materials position peaked at $11K in Q3 2022.
50 funds tracked by Wall St. Rank held 5E Advanced Materials as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.