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Fiduciary Planning’s VanEck Biotech ETF BBH Stock Holding History

Fiduciary 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
2021
Q2 		– Sell
-50
Closed -$9K – 75
2021
Q1 		$9K Buy
+50
New +$9.04K 0.01% 170

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Planning's BBH Position: Q2 2021 in Review

Fiduciary Planning sold out of VanEck Biotech ETF (BBH) in Q2 2021, closing a stake of 50 shares — an estimated $9K sold.

Fiduciary Planning first reported a position in BBH in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 111 funds tracked by Wall St. Rank hold BBH as of Q2 2021.

  • Fiduciary Planning reported no remaining VanEck Biotech ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 50 VanEck Biotech ETF shares in Q2 2021, an estimated $9K.
  • Fiduciary Planning first reported a position in VanEck Biotech ETF in Q1 2021 and held it in 1 quarter.
  • Fiduciary Planning's VanEck Biotech ETF position peaked at $9K in Q1 2021.
  • 111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.