Atlas Private Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-100	Closed	-$18K	–	136
2021 Q1	$18K	Sell	100 -15	-13%	-$2.71K	0.01%	260
2020 Q4	$20K	Hold	115	–	–	0.01%	258
2020 Q3	$19K	Sell	115 -133	-54%	-$21.6K	0.01%	253
2020 Q2	$40K	Hold	248	–	–	0.03%	210
2020 Q1	$32K	Buy	248 +1	+0.4%	+$135	0.03%	209
2019 Q4	$35K	Buy	+247	New	+$32.5K	0.03%	228

Other funds holding BBH

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

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

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

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

MCM

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

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

KAS

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

MJRIC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Atlas Private Wealth Management's BBH Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of VanEck Biotech ETF (BBH) in Q2 2021, closing a stake of 100 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in BBH in Q4 2019 and held it in 6 quarters. The position peaked at $40K in Q2 2020. 111 funds tracked by Wall St. Rank hold BBH as of Q2 2021.

Atlas Private Wealth Management reported no remaining VanEck Biotech ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 100 VanEck Biotech ETF shares in Q2 2021, an estimated $18K.
Atlas Private Wealth Management first reported a position in VanEck Biotech ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's VanEck Biotech ETF position peaked at $40K in Q2 2020.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.