KPWS
SLX icon

Kestra Private Wealth Services’s VanEck Steel ETF SLX Stock Holding History

Kestra Private Wealth Services’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
2020
Q4 		– Sell
-10,000
Closed -$309K – 775
2020
Q3 		$309K Buy
+10,000
New +$301K 0.03% 477

Other funds holding SLX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's SLX Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of VanEck Steel ETF (SLX) in Q4 2020, closing a stake of 10,000 shares — an estimated $309K sold.

Kestra Private Wealth Services first reported a position in SLX in Q3 2020 and held it in 1 quarter. The position peaked at $309K in Q3 2020. 25 funds tracked by Wall St. Rank hold SLX as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining VanEck Steel ETF position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,000 VanEck Steel ETF shares in Q4 2020, an estimated $309K.
  • Kestra Private Wealth Services first reported a position in VanEck Steel ETF in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's VanEck Steel ETF position peaked at $309K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.