BRWA
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B. Riley Wealth Advisors’s VanEck Biotech ETF BBH Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-1,248
Closed -$203K – 1247
2022
Q1 		$203K Sell
1,248
-86
-6% -$13.9K 0.01% 1209
2021
Q4 		$253K Sell
1,334
-547
-29% -$105K 0.01% 1152
2021
Q3 		$381K Buy
+1,881
New +$395K 0.01% 917
2018
Q1 		– Sell
-1,831
Closed -$229K – 674
2017
Q4 		$229K Buy
1,831
+203
+12% +$25.9K 0.03% 538
2017
Q3 		$219K Buy
+1,628
New +$212K 0.04% 472
2016
Q4 		– Sell
-2,926
Closed -$337K – 543
2016
Q3 		$337K Buy
2,926
+275
+10% +$31.3K 0.07% 371
2016
Q2 		$272K Buy
2,651
+388
+17% +$41.4K 0.05% 425
2016
Q1 		$235K Buy
2,263
+277
+14% +$28.9K 0.05% 421
2015
Q4 		$253K Buy
+1,986
New +$243K 0.05% 417
2015
Q1 		– Sell
-100
Closed -$12 – 695
2014
Q4 		$12 Buy
+100
New +$11.3K ﹤0.01% 2768

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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

B. Riley Wealth Advisors's BBH Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of VanEck Biotech ETF (BBH) in Q2 2022, closing a stake of 1,248 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in BBH in Q4 2014 and held it in 10 quarters. The position peaked at $381K in Q3 2021. 108 funds tracked by Wall St. Rank hold BBH as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining VanEck Biotech ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,248 VanEck Biotech ETF shares in Q2 2022, an estimated $203K.
  • B. Riley Wealth Advisors first reported a position in VanEck Biotech ETF in Q4 2014 and held it in 10 quarters.
  • B. Riley Wealth Advisors's VanEck Biotech ETF position peaked at $381K in Q3 2021.
  • 108 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.