Financial Advocates Investment Management’s VanEck Steel ETF SLX Stock Holding History

Financial Advocates Investment Management’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,602	Closed	-$367K	–	778
2023 Q3	$367K	Hold	5,602	–	–	0.03%	479
2023 Q2	$358K	Sell	5,602 -1,200	-18%	-$72.9K	0.03%	474
2023 Q1	$434K	Hold	6,802	–	–	0.03%	460
2022 Q4	$393K	Hold	6,802	–	–	0.03%	497
2022 Q3	$325K	Sell	6,802 -6,773	-50%	-$351K	0.03%	524
2022 Q2	$672K	Sell	13,575 -4,735	-26%	-$288K	0.05%	334
2022 Q1	$1.24M	Sell	18,310 -10,471	-36%	-$619K	0.08%	260
2021 Q4	$1.53M	Buy	+28,781	New	+$1.59M	0.1%	244

Other funds holding SLX

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's SLX Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of VanEck Steel ETF (SLX) in Q4 2023, closing a stake of 5,602 shares — an estimated $367K sold.

Financial Advocates Investment Management first reported a position in SLX in Q4 2021 and held it in 8 quarters. The position peaked at $1.53M in Q4 2021. 52 funds tracked by Wall St. Rank hold SLX as of Q4 2023.

Financial Advocates Investment Management reported no remaining VanEck Steel ETF position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 5,602 VanEck Steel ETF shares in Q4 2023, an estimated $367K.
Financial Advocates Investment Management first reported a position in VanEck Steel ETF in Q4 2021 and held it in 8 quarters.
Financial Advocates Investment Management's VanEck Steel ETF position peaked at $1.53M in Q4 2021.
52 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.