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Financial Architects (New Jersey)’s VanEck Biotech ETF BBH Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-1,274
Closed -$241K – 334
2021
Q4 		$241K Hold
1,274
– – 0.03% 302
2021
Q3 		$258K Hold
1,274
– – 0.04% 285
2021
Q2 		$257K Hold
1,274
– – 0.04% 292
2021
Q1 		$224K Hold
1,274
– – 0.04% 308
2020
Q4 		$216K Hold
1,274
– – 0.04% 282
2020
Q3 		$206K Hold
1,274
– – 0.05% 262
2020
Q2 		$208K Hold
1,274
– – 0.05% 237
2020
Q1 		$163K Hold
1,274
– – 0.04% 243
2019
Q4 		$178K Sell
1,274
-300
-19% -$39.4K 0.04% 255
2019
Q3 		$186K Hold
1,574
– – 0.04% 236
2019
Q2 		$203K Hold
1,574
– – 0.04% 249
2019
Q1 		$202K Hold
1,574
– – 0.03% 292
2018
Q4 		$174K Hold
1,574
– – 0.03% 283
2018
Q3 		$214K Hold
1,574
– – 0.03% 297
2018
Q2 		$189K Sell
1,574
-307
-16% -$36.2K 0.03% 288
2018
Q1 		$226K Buy
1,881
+194
+11% +$24.3K 0.04% 288
2017
Q4 		$210K Buy
1,687
+92
+6% +$11.7K 0.04% 315
2017
Q3 		$214K Hold
1,595
– – 0.04% 315
2017
Q2 		$200K Hold
1,595
– – 0.04% 311
2017
Q1 		$190K Buy
1,595
+300
+23% +$35.1K 0.03% 303
2016
Q4 		$139K Sell
1,295
-100
-7% -$10.9K 0.03% 317
2016
Q3 		$161K Sell
1,395
-230
-14% -$26.2K 0.04% 302
2016
Q2 		$166K Buy
1,625
+1,295
+392% +$138K 0.05% 281
2016
Q1 		$34K Buy
+330
New +$34.4K 0.01% 468
2015
Q3 		– Sell
-1,200
Closed -$162K – 275
2015
Q2 		$162K Buy
1,200
+500
+71% +$66.5K 0.06% 222
2015
Q1 		$91K Buy
700
+100
+17% +$12.6K 0.04% 299
2014
Q4 		$69K Buy
+600
New +$67.6K 0.03% 304
2014
Q3 		– Sell
-600
Closed -$57K – 893
2014
Q2 		$57K Buy
+600
New +$53.8K 0.03% 305

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

Financial Architects (New Jersey)'s BBH Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of VanEck Biotech ETF (BBH) in Q1 2022, closing a stake of 1,274 shares — an estimated $241K sold.

Financial Architects (New Jersey) first reported a position in BBH in Q2 2014 and held it in 28 quarters. The position peaked at $258K in Q3 2021. 115 funds tracked by Wall St. Rank hold BBH as of Q1 2022.

  • Financial Architects (New Jersey) reported no remaining VanEck Biotech ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,274 VanEck Biotech ETF shares in Q1 2022, an estimated $241K.
  • Financial Architects (New Jersey) first reported a position in VanEck Biotech ETF in Q2 2014 and held it in 28 quarters.
  • Financial Architects (New Jersey)'s VanEck Biotech ETF position peaked at $258K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.