Tyler-Stone Wealth Management’s VanEck Steel ETF SLX Stock Holding History

Tyler-Stone Wealth Management’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	-358	Closed	-$23.9K	–	837
2024 Q2	$23.9K	Hold	358	–	–	0.01%	494
2024 Q1	$26K	Hold	358	–	–	0.01%	477
2023 Q4	$26.4K	Buy	358 +10	+3%	+$670	0.01%	458
2023 Q3	$23K	Hold	348	–	–	0.01%	463
2023 Q2	$22K	Buy	+348	New	+$21.1K	0.01%	473
2022 Q4	$20K	Buy	348 +16	+5%	+$909	0.01%	447
2022 Q3	$16K	Hold	332	–	–	0.01%	468
2022 Q2	$16K	Hold	332	–	–	0.01%	484
2022 Q1	$23K	Hold	332	–	–	0.01%	455
2021 Q4	$18K	Buy	+332	New	+$18.3K	0.01%	503

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

Tyler-Stone Wealth Management's SLX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of VanEck Steel ETF (SLX) in Q3 2024, closing a stake of 358 shares — an estimated $23.9K sold.

Tyler-Stone Wealth Management first reported a position in SLX in Q4 2021 and held it in 10 quarters. The position peaked at $26.4K in Q4 2023. 36 funds tracked by Wall St. Rank hold SLX as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining VanEck Steel ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 358 VanEck Steel ETF shares in Q3 2024, an estimated $23.9K.
Tyler-Stone Wealth Management first reported a position in VanEck Steel ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's VanEck Steel ETF position peaked at $26.4K in Q4 2023.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.