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Gladstone Institutional Advisory’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Gladstone Institutional Advisory’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,014
Closed -$338K – 748
2021
Q4 		$338K Buy
3,014
+35
+1% +$3.99K 0.03% 448
2021
Q3 		$307K Buy
+2,979
New +$316K 0.03% 425

Other funds holding REMX

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Gladstone Institutional Advisory's REMX Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2022, closing a stake of 3,014 shares — an estimated $338K sold.

Gladstone Institutional Advisory first reported a position in REMX in Q3 2021 and held it in 2 quarters. The position peaked at $338K in Q4 2021. 185 funds tracked by Wall St. Rank hold REMX as of Q1 2022.

  • Gladstone Institutional Advisory reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,014 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2022, an estimated $338K.
  • Gladstone Institutional Advisory first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's VanEck Rare Earth/Strategic Metals ETF position peaked at $338K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.