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IFP Advisors’s VanEck Steel ETF SLX Stock Holding History

IFP 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
2023
Q4 		– Sell
-75
Closed -$4.92K – 3309
2023
Q3 		$4.92K Sell
75
-18
-19% -$1.2K ﹤0.01% 2503
2023
Q2 		$5.97K Hold
93
– – ﹤0.01% 2488
2023
Q1 		$4.54K Sell
93
-6,940
-99% -$448K ﹤0.01% 2609
2022
Q4 		$342K Buy
7,033
+578
+9% +$32.9K 0.01% 1075
2022
Q3 		$312K Buy
6,455
+75
+1% +$3.89K 0.01% 1172
2022
Q2 		$308K Hold
6,380
– – 0.01% 1061
2022
Q1 		$308K Buy
+6,380
New +$377K 0.01% 1061
2020
Q1 		– Sell
-268
Closed -$8.27K – 2982
2019
Q4 		$11K Buy
+268
New +$9.62K ﹤0.01% 1886
2019
Q1 		– Sell
-605
Closed -$21K – 3282
2018
Q4 		$21K Buy
605
+37
+7% +$1.53K ﹤0.01% 2112
2018
Q3 		$26K Hold
568
– – ﹤0.01% 2323
2018
Q2 		$26K Hold
568
– – ﹤0.01% 2321
2018
Q1 		$26K Hold
568
– – ﹤0.01% 2225
2017
Q4 		$26K Sell
568
-12
-2% -$517 ﹤0.01% 2254
2017
Q3 		$24K Sell
580
-126
-18% -$5.21K ﹤0.01% 2487
2017
Q2 		$27K Sell
706
-9,950
-93% -$371K ﹤0.01% 2403
2017
Q1 		$430K Buy
10,656
+7,150
+204% +$298K 0.02% 750
2016
Q4 		$132K Buy
3,506
+3,105
+774% +$113K 0.01% 1272
2016
Q3 		$12K Sell
401
-190
-32% -$5.79K ﹤0.01% 2726
2016
Q2 		$16K Buy
+591
New +$15.8K ﹤0.01% 2498
2016
Q1 		– Sell
-316
Closed -$6K – 3290
2015
Q4 		$6K Buy
+316
New +$7.16K ﹤0.01% 2880

Other funds holding SLX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFP Advisors's SLX Position: Q4 2023 in Review

IFP Advisors sold out of VanEck Steel ETF (SLX) in Q4 2023, closing a stake of 75 shares — an estimated $4.92K sold.

IFP Advisors first reported a position in SLX in Q4 2015 and held it in 20 quarters. The position peaked at $430K in Q1 2017. 52 funds tracked by Wall St. Rank hold SLX as of Q4 2023.

  • IFP Advisors reported no remaining VanEck Steel ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 75 VanEck Steel ETF shares in Q4 2023, an estimated $4.92K.
  • IFP Advisors first reported a position in VanEck Steel ETF in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's VanEck Steel ETF position peaked at $430K in Q1 2017.
  • 52 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.