HCR Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

HCR Wealth Advisors’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 Q2	–	Sell	-5,461	Closed	-$646K	–	197
2022 Q1	$646K	Sell	5,461 -5,700	-51%	-$613K	0.11%	110
2021 Q4	$1.25M	Sell	11,161 -1,828	-14%	-$208K	0.19%	90
2021 Q3	$1.34M	Sell	12,989 -3,607	-22%	-$383K	0.22%	88
2021 Q2	$1.41M	Buy	16,596 +932	+6%	+$75.4K	0.24%	82
2021 Q1	$1.18M	Buy	+15,664	New	+$1.24M	0.23%	86

Other funds holding REMX

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

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

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

HCR Wealth Advisors's REMX Position: Q2 2022 in Review

HCR Wealth Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2022, closing a stake of 5,461 shares — an estimated $646K sold.

HCR Wealth Advisors first reported a position in REMX in Q1 2021 and held it in 5 quarters. The position peaked at $1.41M in Q2 2021. 158 funds tracked by Wall St. Rank hold REMX as of Q2 2022.

HCR Wealth Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q2 2022 after selling out during the quarter.
HCR Wealth Advisors sold 5,461 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2022, an estimated $646K.
HCR Wealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2021 and held it in 5 quarters.
HCR Wealth Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.41M in Q2 2021.
158 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.