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Newbridge Financial Services Group’s VanEck Steel ETF SLX Stock Holding History

Newbridge Financial Services Group’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
2022
Q1 		– Sell
-60
Closed -$3K – 1551
2021
Q4 		$3K Sell
60
-765
-93% -$42.2K ﹤0.01% 1185
2021
Q3 		$46K Buy
825
+775
+1,550% +$47.7K 0.03% 438
2021
Q2 		$3K Buy
+50
New +$3.06K ﹤0.01% 1232

Other funds holding SLX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Newbridge Financial Services Group's SLX Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of VanEck Steel ETF (SLX) in Q1 2022, closing a stake of 60 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in SLX in Q2 2021 and held it in 3 quarters. The position peaked at $46K in Q3 2021. 54 funds tracked by Wall St. Rank hold SLX as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining VanEck Steel ETF position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 60 VanEck Steel ETF shares in Q1 2022, an estimated $3K.
  • Newbridge Financial Services Group first reported a position in VanEck Steel ETF in Q2 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's VanEck Steel ETF position peaked at $46K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.