Steward Partners Investment Advisory’s REX American Resources REX Stock Holding History

Steward Partners Investment Advisory’s Portfolio REX Stock Details REX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,422	Closed	-$55.2K	–	3834
2024 Q2	$55.2K	Sell	2,422 -76	-3%	-$2.03K	﹤0.01%	2053
2024 Q1	$73.3K	Buy	+2,498	New	+$55K	﹤0.01%	1910
2021 Q1	–	Sell	-420	Closed	-$5K	–	3480
2020 Q4	$5K	Hold	420	–	–	﹤0.01%	2529
2020 Q3	$5K	Hold	420	–	–	﹤0.01%	2383
2020 Q2	$5K	Buy	+420	New	+$4.17K	﹤0.01%	2285

Other funds holding REX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's REX Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of REX American Resources (REX) in Q3 2024, closing a stake of 2,422 shares — an estimated $55.2K sold.

Steward Partners Investment Advisory first reported a position in REX in Q2 2020 and held it in 5 quarters. The position peaked at $73.3K in Q1 2024. 168 funds tracked by Wall St. Rank hold REX as of Q3 2024.

Steward Partners Investment Advisory reported no remaining REX American Resources position as of Q3 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,422 REX American Resources shares in Q3 2024, an estimated $55.2K.
Steward Partners Investment Advisory first reported a position in REX American Resources in Q2 2020 and held it in 5 quarters.
Steward Partners Investment Advisory's REX American Resources position peaked at $73.3K in Q1 2024.
168 funds tracked by Wall St. Rank held REX American Resources as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.