OneDigital Investment Advisors’s VanEck Steel ETF SLX Stock Holding History

OneDigital Investment Advisors’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 Q4	–	Sell	-5,246	Closed	-$344K	–	1144
2023 Q3	$344K	Buy	5,246 +307	+6%	+$20.4K	0.01%	762
2023 Q2	$316K	Sell	4,939 -213	-4%	-$12.9K	0.01%	809
2023 Q1	$328K	Sell	5,152 -738	-13%	-$47.7K	0.01%	749
2022 Q4	$341K	Buy	+5,890	New	+$335K	0.01%	626
2019 Q3	–	Sell	-2,470	Closed	-$97K	–	1056
2019 Q2	$97K	Sell	2,470 -240	-9%	-$9.2K	0.01%	464
2019 Q1	$108K	Hold	2,710	–	–	0.02%	363
2018 Q4	$94K	Buy	+2,710	New	+$112K	0.02%	347
2018 Q3	–	Sell	-3,270	Closed	-$148K	–	1193
2018 Q2	$148K	Sell	3,270 -2,825	-46%	-$136K	0.03%	275
2018 Q1	$279K	Sell	6,095 -4,150	-41%	-$202K	0.06%	185
2017 Q4	$470K	Sell	10,245 -7,155	-41%	-$308K	0.05%	134
2017 Q3	$734K	Sell	17,400 -2,700	-13%	-$112K	0.27%	53
2017 Q2	$774K	Buy	+20,100	New	+$749K	0.23%	74

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

RAM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

OneDigital Investment Advisors sold out of VanEck Steel ETF (SLX) in Q4 2023, closing a stake of 5,246 shares — an estimated $344K sold.

OneDigital Investment Advisors first reported a position in SLX in Q2 2017 and held it in 12 quarters. The position peaked at $774K in Q2 2017. 52 funds tracked by Wall St. Rank hold SLX as of Q4 2023.

OneDigital Investment Advisors reported no remaining VanEck Steel ETF position as of Q4 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 5,246 VanEck Steel ETF shares in Q4 2023, an estimated $344K.
OneDigital Investment Advisors first reported a position in VanEck Steel ETF in Q2 2017 and held it in 12 quarters.
OneDigital Investment Advisors's VanEck Steel ETF position peaked at $774K in Q2 2017.
52 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2023.

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