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Wealthspire Advisors (Maryland)’s REX American Resources REX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-18
Closed – – 1656
2019
Q1 		$0 Hold
18
– – ﹤0.01% 2575
2018
Q4 		$0 Buy
18
+6
+50% +$70 ﹤0.01% 2544
2018
Q3 		$0 Hold
12
– – ﹤0.01% 2481
2018
Q2 		$0 Sell
12
-6
-33% -$75 ﹤0.01% 2552
2018
Q1 		$0 Buy
+18
New +$246 ﹤0.01% 2615
2017
Q4 		– Sell
-12
Closed – – 2533
2017
Q3 		$0 Buy
+12
New +$188 ﹤0.01% 2418

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s REX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of REX American Resources (REX) in Q2 2019, closing a stake of 18 shares.

Wealthspire Advisors (Maryland) first reported a position in REX in Q3 2017 and held it in 6 quarters. The position peaked at $0 in Q1 2019. 135 funds tracked by Wall St. Rank hold REX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining REX American Resources position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 18 REX American Resources shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in REX American Resources in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s REX American Resources position peaked at $0 in Q1 2019.
  • 135 funds tracked by Wall St. Rank held REX American Resources as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.