AWM
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Activest Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Activest Wealth Management’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-115
Closed -$18.7K – 332
2022
Q4 		$18.7K Buy
+115
New +$18.2K 0.01% 268

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Activest Wealth Management's BBH Position: Q1 2023 in Review

Activest Wealth Management sold out of VanEck Biotech ETF (BBH) in Q1 2023, closing a stake of 115 shares — an estimated $18.7K sold.

Activest Wealth Management first reported a position in BBH in Q4 2022 and held it in 1 quarter. The position peaked at $18.7K in Q4 2022. 115 funds tracked by Wall St. Rank hold BBH as of Q1 2023.

  • Activest Wealth Management reported no remaining VanEck Biotech ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 115 VanEck Biotech ETF shares in Q1 2023, an estimated $18.7K.
  • Activest Wealth Management first reported a position in VanEck Biotech ETF in Q4 2022 and held it in 1 quarter.
  • Activest Wealth Management's VanEck Biotech ETF position peaked at $18.7K in Q4 2022.
  • 115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.