AWM
BBH icon

Avior Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Avior 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
2024
Q3 		– Sell
-313
Closed -$52.7K – 2317
2024
Q2 		$52.7K Buy
313
+158
+102% +$25.8K ﹤0.01% 1071
2024
Q1 		$25.8K Buy
+155
New +$25.7K ﹤0.01% 1496

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's BBH Position: Q3 2024 in Review

Avior Wealth Management sold out of VanEck Biotech ETF (BBH) in Q3 2024, closing a stake of 313 shares — an estimated $52.7K sold.

Avior Wealth Management first reported a position in BBH in Q1 2024 and held it in 2 quarters. The position peaked at $52.7K in Q2 2024. 115 funds tracked by Wall St. Rank hold BBH as of Q3 2024.

  • Avior Wealth Management reported no remaining VanEck Biotech ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 313 VanEck Biotech ETF shares in Q3 2024, an estimated $52.7K.
  • Avior Wealth Management first reported a position in VanEck Biotech ETF in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's VanEck Biotech ETF position peaked at $52.7K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.