Steward Partners Investment Advisory
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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

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 169 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.
  • 169 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.