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Kowal Investment Group’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-79
Closed -$8K – 748
2021
Q3 		$8K Buy
+79
New +$8.39K ﹤0.01% 557

Other funds holding REMX

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Kowal Investment Group's REMX Position: Q4 2021 in Review

Kowal Investment Group sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2021, closing a stake of 79 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in REMX in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 175 funds tracked by Wall St. Rank hold REMX as of Q4 2021.

  • Kowal Investment Group reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 79 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2021, an estimated $8K.
  • Kowal Investment Group first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's VanEck Rare Earth/Strategic Metals ETF position peaked at $8K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.