Great Valley Advisor Group’s VanEck Steel ETF SLX Stock Holding History

Great Valley Advisor Group’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
2021 Q4	–	Sell	-8,032	Closed	-$443K	–	619
2021 Q3	$443K	Buy	8,032 +929	+13%	+$57.2K	0.03%	390
2021 Q2	$440K	Buy	+7,103	New	+$435K	0.03%	378

Other funds holding SLX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Valley Advisor Group's SLX Position: Q4 2021 in Review

Great Valley Advisor Group sold out of VanEck Steel ETF (SLX) in Q4 2021, closing a stake of 8,032 shares — an estimated $443K sold.

Great Valley Advisor Group first reported a position in SLX in Q2 2021 and held it in 2 quarters. The position peaked at $443K in Q3 2021. 42 funds tracked by Wall St. Rank hold SLX as of Q4 2021.

Great Valley Advisor Group reported no remaining VanEck Steel ETF position as of Q4 2021 after selling out during the quarter.
Great Valley Advisor Group sold 8,032 VanEck Steel ETF shares in Q4 2021, an estimated $443K.
Great Valley Advisor Group first reported a position in VanEck Steel ETF in Q2 2021 and held it in 2 quarters.
Great Valley Advisor Group's VanEck Steel ETF position peaked at $443K in Q3 2021.
42 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2021.

Based on Great Valley Advisor Group's 13F filing for Q4 2021, filed 10 Feb 2022.