Clear Perspectives Financial Planning’s VanEck Biotech ETF BBH Stock Holding History

Clear Perspectives Financial Planning’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 Q3	–	Sell	-55	Closed	-$8K	–	211
2022 Q2	$8K	Sell	55 -345	-86%	-$51.4K	﹤0.01%	158
2022 Q1	$65K	Hold	400	–	–	0.02%	83
2021 Q4	$76K	Sell	400 -100	-20%	-$19.3K	0.03%	84
2021 Q3	$101K	Buy	+500	New	+$105K	0.05%	76

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TIA

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

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

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

MJRIC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

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

Clear Perspectives Financial Planning's BBH Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of VanEck Biotech ETF (BBH) in Q3 2022, closing a stake of 55 shares — an estimated $8K sold.

Clear Perspectives Financial Planning first reported a position in BBH in Q3 2021 and held it in 4 quarters. The position peaked at $101K in Q3 2021. 102 funds tracked by Wall St. Rank hold BBH as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining VanEck Biotech ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 55 VanEck Biotech ETF shares in Q3 2022, an estimated $8K.
Clear Perspectives Financial Planning first reported a position in VanEck Biotech ETF in Q3 2021 and held it in 4 quarters.
Clear Perspectives Financial Planning's VanEck Biotech ETF position peaked at $101K in Q3 2021.
102 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.