Arkadios Wealth Advisors’s VanEck Biotech ETF BBH Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-200	Closed	-$40K	–	685
2021 Q3	$40K	Hold	200	–	–	0.01%	954
2021 Q2	$40K	Buy	+200	New	+$37.2K	﹤0.01%	997

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's BBH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of VanEck Biotech ETF (BBH) in Q4 2021, closing a stake of 200 shares — an estimated $40K sold.

Arkadios Wealth Advisors first reported a position in BBH in Q2 2021 and held it in 2 quarters. The position peaked at $40K in Q3 2021. 126 funds tracked by Wall St. Rank hold BBH as of Q4 2021.

Arkadios Wealth Advisors reported no remaining VanEck Biotech ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 200 VanEck Biotech ETF shares in Q4 2021, an estimated $40K.
Arkadios Wealth Advisors first reported a position in VanEck Biotech ETF in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's VanEck Biotech ETF position peaked at $40K in Q3 2021.
126 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.