Kaizen Financial Strategies’s REX American Resources REX Stock Holding History

Kaizen Financial Strategies’s Portfolio REX Stock Details REX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,600	Closed	-$292K	–	142
2024 Q3	$292K	Hold	12,600	–	–	0.17%	100
2024 Q2	$315K	Sell	12,600 -1,200	-9%	-$32K	0.2%	88
2024 Q1	$405K	Hold	13,800	–	–	0.27%	68
2023 Q4	$326K	Hold	13,800	–	–	0.25%	69
2023 Q3	$281K	Hold	13,800	–	–	0.24%	72
2023 Q2	$242K	Buy	+13,800	New	+$214K	0.21%	93
2023 Q1	–	Sell	-14,200	Closed	-$228K	–	115
2022 Q4	$228K	Buy	+14,200	New	+$214K	0.23%	103

Other funds holding REX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kaizen Financial Strategies's REX Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of REX American Resources (REX) in Q4 2024, closing a stake of 12,600 shares — an estimated $292K sold.

Kaizen Financial Strategies first reported a position in REX in Q4 2022 and held it in 7 quarters. The position peaked at $405K in Q1 2024. 163 funds tracked by Wall St. Rank hold REX as of Q4 2024.

Kaizen Financial Strategies reported no remaining REX American Resources position as of Q4 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 12,600 REX American Resources shares in Q4 2024, an estimated $292K.
Kaizen Financial Strategies first reported a position in REX American Resources in Q4 2022 and held it in 7 quarters.
Kaizen Financial Strategies's REX American Resources position peaked at $405K in Q1 2024.
163 funds tracked by Wall St. Rank held REX American Resources as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.