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Moran Wealth Management’s VanEck Steel ETF SLX Stock Holding History

Moran Wealth Management’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
2023
Q2 		– Sell
-15,157
Closed -$966K – 415
2023
Q1 		$966K Buy
15,157
+400
+3% +$25.8K 0.04% 257
2022
Q4 		$854K Buy
+14,757
New +$839K 0.03% 262

Other funds holding SLX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Moran Wealth Management's SLX Position: Q2 2023 in Review

Moran Wealth Management sold out of VanEck Steel ETF (SLX) in Q2 2023, closing a stake of 15,157 shares — an estimated $966K sold.

Moran Wealth Management first reported a position in SLX in Q4 2022 and held it in 2 quarters. The position peaked at $966K in Q1 2023. 49 funds tracked by Wall St. Rank hold SLX as of Q2 2023.

  • Moran Wealth Management reported no remaining VanEck Steel ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 15,157 VanEck Steel ETF shares in Q2 2023, an estimated $966K.
  • Moran Wealth Management first reported a position in VanEck Steel ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's VanEck Steel ETF position peaked at $966K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.