Private Advisory Group
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Private Advisory Group’s VanEck Environmental Services ETF EVX Stock Holding History

Private Advisory Group’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,600
Closed -$343K – 201
2023
Q2 		$343K Buy
+10,600
New +$312K 0.07% 174

Other funds holding EVX

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Pacific Sun Financial
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Private Advisory Group's EVX Position: Q3 2023 in Review

Private Advisory Group sold out of VanEck Environmental Services ETF (EVX) in Q3 2023, closing a stake of 10,600 shares — an estimated $343K sold.

Private Advisory Group first reported a position in EVX in Q2 2023 and held it in 1 quarter. The position peaked at $343K in Q2 2023. 41 funds tracked by Wall St. Rank hold EVX as of Q3 2023.

  • Private Advisory Group reported no remaining VanEck Environmental Services ETF position as of Q3 2023 after selling out during the quarter.
  • Private Advisory Group sold 10,600 VanEck Environmental Services ETF shares in Q3 2023, an estimated $343K.
  • Private Advisory Group first reported a position in VanEck Environmental Services ETF in Q2 2023 and held it in 1 quarter.
  • Private Advisory Group's VanEck Environmental Services ETF position peaked at $343K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2023.

Based on Private Advisory Group's 13F filing for Q3 2023, filed 13 Nov 2023.