Kaizen Financial Strategies’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Kaizen Financial Strategies’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 Q4	–	Sell	-4,060	Closed	-$338K	–	134
2022 Q3	$338K	Sell	4,060 -450	-10%	-$41.6K	0.34%	69
2022 Q2	$391K	Hold	4,510	–	–	0.39%	66
2022 Q1	$533K	Buy	4,510 +1,510	+50%	+$162K	0.42%	61
2021 Q4	$337K	Hold	3,000	–	–	0.25%	91
2021 Q3	$310K	Buy	+3,000	New	+$319K	0.25%	96
2021 Q1	$225K	Buy	+3,000	New	+$238K	0.21%	127

Other funds holding REMX

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Kaizen Financial Strategies's REMX Position: Q4 2022 in Review

Kaizen Financial Strategies sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2022, closing a stake of 4,060 shares — an estimated $338K sold.

Kaizen Financial Strategies first reported a position in REMX in Q1 2021 and held it in 6 quarters. The position peaked at $533K in Q1 2022. 152 funds tracked by Wall St. Rank hold REMX as of Q4 2022.

Kaizen Financial Strategies reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 4,060 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2022, an estimated $338K.
Kaizen Financial Strategies first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2021 and held it in 6 quarters.
Kaizen Financial Strategies's VanEck Rare Earth/Strategic Metals ETF position peaked at $533K in Q1 2022.
152 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2022.

Based on Kaizen Financial Strategies's 13F filing for Q4 2022, filed 19 Jan 2023.