SeaCrest Wealth Management’s VanEck Steel ETF SLX Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-7,690	Closed	-$492K	–	646
2023 Q2	$492K	Sell	7,690 -2,372	-24%	-$144K	0.06%	325
2023 Q1	$641K	Buy	10,062 +439	+5%	+$28.4K	0.09%	261
2022 Q4	$557K	Sell	9,623 -2,065	-18%	-$117K	0.08%	291
2022 Q3	$558K	Buy	11,688 +10,110	+641%	+$524K	0.08%	269
2022 Q2	$78K	Buy	+1,578	New	+$95.8K	0.01%	951
2020 Q1	–	Sell	-6,822	Closed	-$257K	–	574
2019 Q4	$257K	Sell	6,822 -228	-3%	-$8.18K	0.04%	439
2019 Q3	$239K	Sell	7,050 -1,434	-17%	-$50.7K	0.04%	445
2019 Q2	$332K	Sell	8,484 -525	-6%	-$20.1K	0.07%	359
2019 Q1	$360K	Hold	9,009	–	–	0.06%	317
2018 Q4	$314K	Hold	9,009	–	–	0.06%	316
2018 Q3	$413K	Buy	9,009 +50	+0.6%	+$2.26K	0.07%	299
2018 Q2	$406K	Buy	8,959 +185	+2%	+$8.91K	0.07%	297
2018 Q1	$402K	Hold	8,774	–	–	0.07%	295
2017 Q4	$402K	Buy	+8,774	New	+$378K	0.07%	296

Other funds holding SLX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

SeaCrest Wealth Management's SLX Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of VanEck Steel ETF (SLX) in Q3 2023, closing a stake of 7,690 shares — an estimated $492K sold.

SeaCrest Wealth Management first reported a position in SLX in Q4 2017 and held it in 14 quarters. The position peaked at $641K in Q1 2023. 44 funds tracked by Wall St. Rank hold SLX as of Q3 2023.

SeaCrest Wealth Management reported no remaining VanEck Steel ETF position as of Q3 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 7,690 VanEck Steel ETF shares in Q3 2023, an estimated $492K.
SeaCrest Wealth Management first reported a position in VanEck Steel ETF in Q4 2017 and held it in 14 quarters.
SeaCrest Wealth Management's VanEck Steel ETF position peaked at $641K in Q1 2023.
44 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.