The Family Firm’s VanEck Steel ETF SLX Stock Holding History

The Family Firm’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 Q3	–	Sell	-931	Closed	-$62K	–	736
2024 Q2	$62K	Buy	+931	New	+$65.1K	0.01%	362

Other funds holding SLX

RJA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

The Family Firm's SLX Position: Q3 2024 in Review

The Family Firm sold out of VanEck Steel ETF (SLX) in Q3 2024, closing a stake of 931 shares — an estimated $62K sold.

The Family Firm first reported a position in SLX in Q2 2024 and held it in 1 quarter. The position peaked at $62K in Q2 2024. 36 funds tracked by Wall St. Rank hold SLX as of Q3 2024.

The Family Firm reported no remaining VanEck Steel ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 931 VanEck Steel ETF shares in Q3 2024, an estimated $62K.
The Family Firm first reported a position in VanEck Steel ETF in Q2 2024 and held it in 1 quarter.
The Family Firm's VanEck Steel ETF position peaked at $62K in Q2 2024.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.