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Sandy Spring Bank’s VanEck Environmental Services ETF EVX Stock Holding History

Sandy Spring Bank’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
2024
Q1 		– Sell
-40
Closed -$1.22K – 1261
2023
Q4 		$1.22K Hold
40
– – ﹤0.01% 1050
2023
Q3 		$1.15K Hold
40
– – ﹤0.01% 1067
2023
Q2 		$1.29K Sell
40
-250
-86% -$7.37K ﹤0.01% 1101
2023
Q1 		$8.44K Hold
290
– – ﹤0.01% 855
2022
Q4 		$7.9K Hold
290
– – ﹤0.01% 857
2022
Q3 		$8K Buy
+290
New +$8.18K ﹤0.01% 849

Other funds holding EVX

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Sandy Spring Bank's EVX Position: Q1 2024 in Review

Sandy Spring Bank sold out of VanEck Environmental Services ETF (EVX) in Q1 2024, closing a stake of 40 shares — an estimated $1.22K sold.

Sandy Spring Bank first reported a position in EVX in Q3 2022 and held it in 6 quarters. The position peaked at $8.44K in Q1 2023. 39 funds tracked by Wall St. Rank hold EVX as of Q1 2024.

  • Sandy Spring Bank reported no remaining VanEck Environmental Services ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 40 VanEck Environmental Services ETF shares in Q1 2024, an estimated $1.22K.
  • Sandy Spring Bank first reported a position in VanEck Environmental Services ETF in Q3 2022 and held it in 6 quarters.
  • Sandy Spring Bank's VanEck Environmental Services ETF position peaked at $8.44K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.