Patriot Financial Group Insurance Agency’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-16	Closed	-$1K	–	1600
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	1934
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	1876
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	1965
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	1968
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	2012
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	1913
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	1791
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	1588
2020 Q2	$1K	Sell	16 -1	-6%	-$32	﹤0.01%	1570
2020 Q1	$0	Hold	17	–	–	﹤0.01%	1703
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	1246
2019 Q3	$1K	Buy	+17	New	+$686	﹤0.01%	1225

Other funds holding REMX

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's REMX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in REMX in Q3 2019 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 161 funds tracked by Wall St. Rank hold REMX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 16 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's VanEck Rare Earth/Strategic Metals ETF position peaked at $2K in Q1 2022.
161 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.