Tandem Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Tandem Wealth Advisors’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-194	Closed	-$14.8K	–	70
2022 Q4	$14.8K	Buy	+194	New	+$17K	0.01%	74

Other funds holding REMX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tandem Wealth Advisors's REMX Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2023, closing a stake of 194 shares — an estimated $14.8K sold.

Tandem Wealth Advisors first reported a position in REMX in Q4 2022 and held it in 1 quarter. The position peaked at $14.8K in Q4 2022. 148 funds tracked by Wall St. Rank hold REMX as of Q1 2023.

Tandem Wealth Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2023 after selling out during the quarter.
Tandem Wealth Advisors sold 194 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2023, an estimated $14.8K.
Tandem Wealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2022 and held it in 1 quarter.
Tandem Wealth Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $14.8K in Q4 2022.
148 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.