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WealthPLAN Partners’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-141
Closed -$11.7K – 956
2023
Q2 		$11.7K Buy
+141
New +$11.6K ﹤0.01% 767

Other funds holding REMX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

WealthPLAN Partners's REMX Position: Q3 2023 in Review

WealthPLAN Partners sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2023, closing a stake of 141 shares — an estimated $11.7K sold.

WealthPLAN Partners first reported a position in REMX in Q2 2023 and held it in 1 quarter. The position peaked at $11.7K in Q2 2023. 137 funds tracked by Wall St. Rank hold REMX as of Q3 2023.

  • WealthPLAN Partners reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 141 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2023, an estimated $11.7K.
  • WealthPLAN Partners first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's VanEck Rare Earth/Strategic Metals ETF position peaked at $11.7K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2023.

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