Bank Julius Baer & Co
BTEC

Bank Julius Baer & Co’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Bank Julius Baer & Co’s Portfolio BTEC Stock Details BTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,993
Closed -$117K – 916
2020
Q4 		$117K Buy
+1,993
New +$108K ﹤0.01% 614

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RJA
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SL
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KAS
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Citadel Advisors
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VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank Julius Baer & Co's BTEC Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2021, closing a stake of 1,993 shares — an estimated $117K sold.

Bank Julius Baer & Co first reported a position in BTEC in Q4 2020 and held it in 1 quarter. The position peaked at $117K in Q4 2020. 32 funds tracked by Wall St. Rank hold BTEC as of Q1 2021.

  • Bank Julius Baer & Co reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,993 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2021, an estimated $117K.
  • Bank Julius Baer & Co first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $117K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.