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

Liberty 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
2021 Q4	–	Sell	-631	Closed	-$65K	–	879
2021 Q3	$65K	Buy	+631	New	+$67K	0.02%	372

Other funds holding REMX

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 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 New York $777B AUM 61.18% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Liberty Wealth Management's REMX Position: Q4 2021 in Review

Liberty Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2021, closing a stake of 631 shares — an estimated $65K sold.

Liberty Wealth Management first reported a position in REMX in Q3 2021 and held it in 1 quarter. The position peaked at $65K in Q3 2021. 175 funds tracked by Wall St. Rank hold REMX as of Q4 2021.

Liberty Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 631 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2021, an estimated $65K.
Liberty Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $65K in Q3 2021.
175 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.