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Empirical Wealth Management’s REX American Resources REX Stock Holding History

Empirical Wealth Management’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,530
Closed -$282K – 703
2024
Q4 		$282K Buy
13,530
+1,900
+16% +$42K 0.01% 514
2024
Q3 		$269K Buy
+11,630
New +$265K 0.01% 483

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Empirical Wealth Management's REX Position: Q1 2025 in Review

Empirical Wealth Management sold out of REX American Resources (REX) in Q1 2025, closing a stake of 13,530 shares — an estimated $282K sold.

Empirical Wealth Management first reported a position in REX in Q3 2024 and held it in 2 quarters. The position peaked at $282K in Q4 2024. 155 funds tracked by Wall St. Rank hold REX as of Q1 2025.

  • Empirical Wealth Management reported no remaining REX American Resources position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 13,530 REX American Resources shares in Q1 2025, an estimated $282K.
  • Empirical Wealth Management first reported a position in REX American Resources in Q3 2024 and held it in 2 quarters.
  • Empirical Wealth Management's REX American Resources position peaked at $282K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held REX American Resources as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.