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Strategic Wealth Investment Group’s VanEck Steel ETF SLX Stock Holding History

Strategic Wealth Investment Group’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
2021
Q1 		– Sell
-42,903
Closed -$1.92M – 87
2020
Q4 		$1.92M Sell
42,903
-1,949
-4% -$73.6K 1.12% 22
2020
Q3 		$1.39M Buy
44,852
+7,578
+20% +$228K 1.04% 26
2020
Q2 		$1.03M Buy
+37,274
New +$928K 1.01% 28

Other funds holding SLX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Strategic Wealth Investment Group's SLX Position: Q1 2021 in Review

Strategic Wealth Investment Group sold out of VanEck Steel ETF (SLX) in Q1 2021, closing a stake of 42,903 shares — an estimated $1.92M sold.

Strategic Wealth Investment Group first reported a position in SLX in Q2 2020 and held it in 3 quarters. The position peaked at $1.92M in Q4 2020. 41 funds tracked by Wall St. Rank hold SLX as of Q1 2021.

  • Strategic Wealth Investment Group reported no remaining VanEck Steel ETF position as of Q1 2021 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 42,903 VanEck Steel ETF shares in Q1 2021, an estimated $1.92M.
  • Strategic Wealth Investment Group first reported a position in VanEck Steel ETF in Q2 2020 and held it in 3 quarters.
  • Strategic Wealth Investment Group's VanEck Steel ETF position peaked at $1.92M in Q4 2020.
  • 41 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2021.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2021, filed 22 Apr 2021.