Valley National Advisers’s VanEck Steel ETF SLX Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-1,028	Closed	-$75K	–	1286
2023 Q4	$75K	Hold	1,028	–	–	0.01%	346
2023 Q3	$67K	Hold	1,028	–	–	0.01%	352
2023 Q2	$66K	Hold	1,028	–	–	0.01%	359
2023 Q1	$64K	Hold	1,028	–	–	0.01%	357
2022 Q4	$65K	Hold	1,028	–	–	0.01%	355
2022 Q3	$54K	Hold	1,028	–	–	0.01%	367
2022 Q2	$51K	Hold	1,028	–	–	0.01%	353
2022 Q1	$70K	Hold	1,028	–	–	0.01%	325
2021 Q4	$55K	Hold	1,028	–	–	0.01%	355
2021 Q3	$57K	Hold	1,028	–	–	0.01%	336
2021 Q2	$64K	Buy	+1,028	New	+$63K	0.01%	320
2020 Q1	–	Sell	-2,257	Closed	-$85K	–	833
2019 Q4	$85K	Hold	2,257	–	–	0.02%	257
2019 Q3	$77K	Hold	2,257	–	–	0.02%	258
2019 Q2	$88K	Hold	2,257	–	–	0.02%	246
2019 Q1	$90K	Sell	2,257 -463	-17%	-$18K	0.03%	240
2018 Q4	$95K	Buy	+2,720	New	+$112K	0.03%	210

Other funds holding SLX

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Valley National Advisers's SLX Position: Q1 2024 in Review

Valley National Advisers sold out of VanEck Steel ETF (SLX) in Q1 2024, closing a stake of 1,028 shares — an estimated $75K sold.

Valley National Advisers first reported a position in SLX in Q4 2018 and held it in 16 quarters. The position peaked at $95K in Q4 2018. 44 funds tracked by Wall St. Rank hold SLX as of Q1 2024.

Valley National Advisers reported no remaining VanEck Steel ETF position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 1,028 VanEck Steel ETF shares in Q1 2024, an estimated $75K.
Valley National Advisers first reported a position in VanEck Steel ETF in Q4 2018 and held it in 16 quarters.
Valley National Advisers's VanEck Steel ETF position peaked at $95K in Q4 2018.
44 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.