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

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 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.