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Whalen Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Whalen Wealth Management’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
2024
Q1 		– Sell
-7,710
Closed -$475K – 152
2023
Q4 		$475K Buy
+7,710
New +$455K 0.43% 60

Other funds holding REMX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whalen Wealth Management's REMX Position: Q1 2024 in Review

Whalen Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2024, closing a stake of 7,710 shares — an estimated $475K sold.

Whalen Wealth Management first reported a position in REMX in Q4 2023 and held it in 1 quarter. The position peaked at $475K in Q4 2023. 110 funds tracked by Wall St. Rank hold REMX as of Q1 2024.

  • Whalen Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 7,710 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2024, an estimated $475K.
  • Whalen Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $475K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.