Beaird Harris Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Beaird Harris 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	-7	Closed	-$1.18K	–	533
2024 Q2	$1.18K	Hold	7	–	–	﹤0.01%	584
2024 Q1	$1.17K	Hold	7	–	–	﹤0.01%	534
2023 Q4	$1.16K	Hold	7	–	–	﹤0.01%	512
2023 Q3	$1.09K	Hold	7	–	–	﹤0.01%	390
2023 Q2	$1.09K	Hold	7	–	–	﹤0.01%	392
2023 Q1	$1.14K	Hold	7	–	–	﹤0.01%	405
2022 Q4	$1.12K	Hold	7	–	–	﹤0.01%	632
2022 Q3	$1K	Buy	+7	New	+$1.06K	﹤0.01%	424
2022 Q2	–	Sell	-7	Closed	-$1K	–	421
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	549
2021 Q4	$1K	Buy	+7	New	+$1.35K	﹤0.01%	589

Other funds holding BBH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Beaird Harris Wealth Management's BBH Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of VanEck Biotech ETF (BBH) in Q3 2024, closing a stake of 7 shares — an estimated $1.18K sold.

Beaird Harris Wealth Management first reported a position in BBH in Q4 2021 and held it in 10 quarters. The position peaked at $1.18K in Q2 2024. 115 funds tracked by Wall St. Rank hold BBH as of Q3 2024.

Beaird Harris Wealth Management reported no remaining VanEck Biotech ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 7 VanEck Biotech ETF shares in Q3 2024, an estimated $1.18K.
Beaird Harris Wealth Management first reported a position in VanEck Biotech ETF in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's VanEck Biotech ETF position peaked at $1.18K in Q2 2024.
115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.