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OneDigital Investment Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

OneDigital Investment Advisors’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
2023
Q4 		– Sell
-3,841
Closed -$255K – 1137
2023
Q3 		$255K Buy
3,841
+125
+3% +$9.52K 0.01% 855
2023
Q2 		$309K Buy
3,716
+140
+4% +$11.5K 0.01% 819
2023
Q1 		$292K Sell
3,576
-45
-1% -$3.83K 0.01% 791
2022
Q4 		$276K Sell
3,621
-262
-7% -$22.9K 0.01% 696
2022
Q3 		$324K Buy
3,883
+185
+5% +$17.1K 0.01% 575
2022
Q2 		$321K Hold
3,698
– – 0.01% 543
2022
Q1 		$437K Sell
3,698
-66
-2% -$7.1K 0.02% 482
2021
Q4 		$422K Buy
3,764
+75
+2% +$8.55K 0.01% 497
2021
Q3 		$381K Hold
3,689
– – 0.02% 499
2021
Q2 		$313K Sell
3,689
-803
-18% -$64.9K 0.01% 541
2021
Q1 		$337K Sell
4,492
-238
-5% -$18.9K 0.02% 480
2020
Q4 		$311K Buy
+4,730
New +$236K 0.02% 477
2020
Q2 		– Sell
-5,239
Closed -$147K – 663
2020
Q1 		$147K Sell
5,239
-75
-1% -$2.7K 0.01% 493
2019
Q4 		$214K Sell
5,314
-660
-11% -$25.1K 0.02% 500
2019
Q3 		$226K Sell
5,974
-5,808
-49% -$234K 0.02% 459
2019
Q2 		$536K Buy
11,782
+5,608
+91% +$252K 0.04% 240
2019
Q1 		$291K Hold
6,174
– – 0.04% 234
2018
Q4 		$251K Buy
+6,174
New +$329K 0.04% 229
2018
Q3 		– Sell
-5,826
Closed -$404K – 1172
2018
Q2 		$404K Sell
5,826
-75
-1% -$5.91K 0.08% 143
2018
Q1 		$493K Sell
5,901
-2,879
-33% -$260K 0.11% 124
2017
Q4 		$793K Buy
8,780
+3
+0% +$249 0.09% 90
2017
Q3 		$680K Buy
8,777
+117
+1% +$7.81K 0.25% 59
2017
Q2 		$455K Buy
+8,660
New +$449K 0.14% 116

Other funds holding REMX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OneDigital Investment Advisors's REMX Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2023, closing a stake of 3,841 shares — an estimated $255K sold.

OneDigital Investment Advisors first reported a position in REMX in Q2 2017 and held it in 23 quarters. The position peaked at $793K in Q4 2017. 132 funds tracked by Wall St. Rank hold REMX as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,841 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2023, an estimated $255K.
  • OneDigital Investment Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2017 and held it in 23 quarters.
  • OneDigital Investment Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $793K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.