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WealthPLAN Partners’s VanEck Junior Gold Miners ETF GDXJ Stock Holding History

WealthPLAN Partners’s Portfolio GDXJ Stock Details GDXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-562
Closed -$20K – 612
2023
Q2 		$20K Buy
562
+244
+77% +$9.48K ﹤0.01% 678
2023
Q1 		$12.6K Buy
+318
New +$11.7K ﹤0.01% 812

Other funds holding GDXJ

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

WealthPLAN Partners's GDXJ Position: Q3 2023 in Review

WealthPLAN Partners sold out of VanEck Junior Gold Miners ETF (GDXJ) in Q3 2023, closing a stake of 562 shares — an estimated $20K sold.

WealthPLAN Partners first reported a position in GDXJ in Q1 2023 and held it in 2 quarters. The position peaked at $20K in Q2 2023. 260 funds tracked by Wall St. Rank hold GDXJ as of Q3 2023.

  • WealthPLAN Partners reported no remaining VanEck Junior Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 562 VanEck Junior Gold Miners ETF shares in Q3 2023, an estimated $20K.
  • WealthPLAN Partners first reported a position in VanEck Junior Gold Miners ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's VanEck Junior Gold Miners ETF position peaked at $20K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.