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Steward Partners Investment Advisory’s VanEck Steel ETF SLX Stock Holding History

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-4,050
Closed -$294K – 3706
2024
Q1 		$294K Buy
+4,050
New +$284K ﹤0.01% 1266
2023
Q4 		– Sell
-100
Closed -$6.56K – 3574
2023
Q3 		$6.56K Hold
100
– – ﹤0.01% 2735
2023
Q2 		$6.4K Hold
100
– – ﹤0.01% 2712
2023
Q1 		$6.37K Sell
100
-150
-60% -$9.69K ﹤0.01% 2703
2022
Q4 		$14.5K Hold
250
– – ﹤0.01% 2399
2022
Q3 		$12K Hold
250
– – ﹤0.01% 2455
2022
Q2 		$12K Hold
250
– – ﹤0.01% 2462
2022
Q1 		$17K Buy
+250
New +$14.8K ﹤0.01% 2451

Other funds holding SLX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
Fortune Financial Advisors Overland Park, Kansas $234M AUM 31.1% 1-Year Est. Return

Steward Partners Investment Advisory's SLX Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of VanEck Steel ETF (SLX) in Q2 2024, closing a stake of 4,050 shares — an estimated $294K sold.

Steward Partners Investment Advisory first reported a position in SLX in Q1 2022 and held it in 8 quarters. The position peaked at $294K in Q1 2024. 45 funds tracked by Wall St. Rank hold SLX as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining VanEck Steel ETF position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,050 VanEck Steel ETF shares in Q2 2024, an estimated $294K.
  • Steward Partners Investment Advisory first reported a position in VanEck Steel ETF in Q1 2022 and held it in 8 quarters.
  • Steward Partners Investment Advisory's VanEck Steel ETF position peaked at $294K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.