FFA
SLX icon

Fortune Financial Advisors’s VanEck Steel ETF SLX Stock Holding History

Fortune Financial Advisors’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
2024
Q3 		– Sell
-11,511
Closed -$767K – 122
2024
Q2 		$767K Buy
11,511
+3,810
+49% +$267K 0.47% 65
2024
Q1 		$559K Buy
+7,701
New +$540K 0.35% 77

Other funds holding SLX

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Fortune Financial Advisors's SLX Position: Q3 2024 in Review

Fortune Financial Advisors sold out of VanEck Steel ETF (SLX) in Q3 2024, closing a stake of 11,511 shares — an estimated $767K sold.

Fortune Financial Advisors first reported a position in SLX in Q1 2024 and held it in 2 quarters. The position peaked at $767K in Q2 2024. 36 funds tracked by Wall St. Rank hold SLX as of Q3 2024.

  • Fortune Financial Advisors reported no remaining VanEck Steel ETF position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 11,511 VanEck Steel ETF shares in Q3 2024, an estimated $767K.
  • Fortune Financial Advisors first reported a position in VanEck Steel ETF in Q1 2024 and held it in 2 quarters.
  • Fortune Financial Advisors's VanEck Steel ETF position peaked at $767K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.