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Mount Yale Investment Advisors’s REX American Resources REX Stock Holding History

Mount Yale Investment Advisors’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,350
Closed -$32.9K – 1398
2025
Q2 		$32.9K Buy
+1,350
New +$28.5K ﹤0.01% 936

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mount Yale Investment Advisors's REX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of REX American Resources (REX) in Q3 2025, closing a stake of 1,350 shares — an estimated $32.9K sold.

Mount Yale Investment Advisors first reported a position in REX in Q2 2025 and held it in 1 quarter. The position peaked at $32.9K in Q2 2025. 185 funds tracked by Wall St. Rank hold REX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining REX American Resources position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,350 REX American Resources shares in Q3 2025, an estimated $32.9K.
  • Mount Yale Investment Advisors first reported a position in REX American Resources in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's REX American Resources position peaked at $32.9K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held REX American Resources as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.