Laidlaw Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Laidlaw Wealth Management’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
2023 Q3	–	Sell	-3,549	Closed	-$295K	–	346
2023 Q2	$295K	Sell	3,549 -1	-0%	-$82	0.06%	267
2023 Q1	$290K	Buy	3,550 +156	+5%	+$13.3K	0.06%	269
2022 Q4	$259K	Sell	3,394 -68	-2%	-$5.94K	0.06%	290
2022 Q3	$288K	Sell	3,462 -35	-1%	-$3.24K	0.07%	244
2022 Q2	$304K	Buy	3,497 +330	+10%	+$32.4K	0.06%	264
2022 Q1	$375K	Buy	3,167 +1,020	+48%	+$110K	0.06%	264
2021 Q4	$241K	Sell	2,147 -344	-14%	-$39.2K	0.04%	350
2021 Q3	$257K	Buy	2,491 +81	+3%	+$8.61K	0.07%	205
2021 Q2	$205K	Buy	+2,410	New	+$195K	0.05%	248

Other funds holding REMX

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

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

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

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

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

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

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Laidlaw Wealth Management's REMX Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2023, closing a stake of 3,549 shares — an estimated $295K sold.

Laidlaw Wealth Management first reported a position in REMX in Q2 2021 and held it in 9 quarters. The position peaked at $375K in Q1 2022. 137 funds tracked by Wall St. Rank hold REMX as of Q3 2023.

Laidlaw Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 3,549 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2023, an estimated $295K.
Laidlaw Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2021 and held it in 9 quarters.
Laidlaw Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $375K in Q1 2022.
137 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.