Bessemer Group
BTEC

Bessemer Group’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Bessemer Group’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
2023
Q3 		– Sell
-200
Closed -$7K – 2374
2023
Q2 		$7K Buy
+200
New +$7.16K ﹤0.01% 1747

Other funds holding BTEC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Bessemer Group's BTEC Position: Q3 2023 in Review

Bessemer Group sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2023, closing a stake of 200 shares — an estimated $7K sold.

Bessemer Group first reported a position in BTEC in Q2 2023 and held it in 1 quarter. The position peaked at $7K in Q2 2023. 23 funds tracked by Wall St. Rank hold BTEC as of Q3 2023.

  • Bessemer Group reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2023 after selling out during the quarter.
  • Bessemer Group sold 200 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2023, an estimated $7K.
  • Bessemer Group first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2023 and held it in 1 quarter.
  • Bessemer Group's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $7K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2023.

Based on Bessemer Group's 13F filing for Q3 2023, filed 13 Nov 2023.