Belpointe Asset Management’s VanEck Biotech ETF BBH Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-47	Closed	-$7.62K	–	836
2023 Q1	$7.62K	Hold	47	–	–	﹤0.01%	2853
2022 Q4	$7.51K	Buy	+47	New	+$7.45K	﹤0.01%	2753

Other funds holding BBH

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

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

MJRIC

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

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

Belpointe Asset Management's BBH Position: Q2 2023 in Review

Belpointe Asset Management sold out of VanEck Biotech ETF (BBH) in Q2 2023, closing a stake of 47 shares — an estimated $7.62K sold.

Belpointe Asset Management first reported a position in BBH in Q4 2022 and held it in 2 quarters. The position peaked at $7.62K in Q1 2023. 111 funds tracked by Wall St. Rank hold BBH as of Q2 2023.

Belpointe Asset Management reported no remaining VanEck Biotech ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 47 VanEck Biotech ETF shares in Q2 2023, an estimated $7.62K.
Belpointe Asset Management first reported a position in VanEck Biotech ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's VanEck Biotech ETF position peaked at $7.62K in Q1 2023.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.