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UBP Investment Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

UBP Investment 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
2022
Q3 		$770K Sell
9,189
-5,134
-36% -$475K 0.4% 46
2022
Q2 		$1.24M Buy
14,323
+2,357
+20% +$232K 0.5% 30
2022
Q1 		$1.42M Buy
+11,966
New +$1.29M 0.53% 37

Other funds holding REMX

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

UBP Investment Advisors's REMX Position: Q3 2022 in Review

UBP Investment Advisors reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 36% in Q3 2022, selling an estimated $475K and leaving 9,189 shares worth $770K. The position accounts for 0.4% of the portfolio, ranked #46.

UBP Investment Advisors first reported a position in REMX in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.42M in Q1 2022. 161 funds tracked by Wall St. Rank hold REMX as of Q3 2022.

  • UBP Investment Advisors held 9,189 shares of VanEck Rare Earth/Strategic Metals ETF worth $770K as of Q3 2022.
  • UBP Investment Advisors sold 5,134 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2022, an estimated $475K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.4% of UBP Investment Advisors's portfolio in Q3 2022, its #46 holding.
  • UBP Investment Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2022 and has held it in 3 quarters since.
  • UBP Investment Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.42M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.