RWB
GENZ

RMR Wealth Builders’s VanEck Digital Native Economy ETF GENZ Stock Holding History

RMR Wealth Builders’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,014
Closed -$54K – 237
2021
Q1 		$54K Buy
+1,014
New +$51.9K 0.01% 354

Other funds holding GENZ

JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RMR Wealth Builders's GENZ Position: Q2 2021 in Review

RMR Wealth Builders sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2021, closing a stake of 1,014 shares — an estimated $54K sold.

RMR Wealth Builders first reported a position in GENZ in Q1 2021 and held it in 1 quarter. The position peaked at $54K in Q1 2021. 49 funds tracked by Wall St. Rank hold GENZ as of Q2 2021.

  • RMR Wealth Builders reported no remaining VanEck Digital Native Economy ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,014 VanEck Digital Native Economy ETF shares in Q2 2021, an estimated $54K.
  • RMR Wealth Builders first reported a position in VanEck Digital Native Economy ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's VanEck Digital Native Economy ETF position peaked at $54K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.