FPCM
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Financial Partners Capital Management’s VanEck Pharmaceutical ETF PPH Stock Holding History

Financial Partners Capital Management’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,610
Closed -$201K – 122
2022
Q2 		$201K Buy
2,610
+60
+2% +$4.68K 0.04% 118
2022
Q1 		$203K Buy
+2,550
New +$195K 0.04% 119
2018
Q4 		– Sell
-3,325
Closed -$214K – 86
2018
Q3 		$214K Sell
3,325
-350
-10% -$21.8K 0.06% 78
2018
Q2 		$217K Sell
3,675
-250
-6% -$14.5K 0.07% 76
2018
Q1 		$223K Hold
3,925
– – 0.07% 73
2017
Q4 		$233K Buy
+3,925
New +$225K 0.04% 115
2017
Q3 		– Sell
-3,409
Closed -$201K – 120
2017
Q2 		$201K Sell
3,409
-1,000
-23% -$56.6K 0.04% 112
2017
Q1 		$243K Sell
4,409
-50
-1% -$2.71K 0.05% 103
2016
Q4 		$234K Sell
4,459
-225
-5% -$12K 0.06% 101
2016
Q3 		$260K Hold
4,684
– – 0.07% 91
2016
Q2 		$275K Hold
4,684
– – 0.07% 85
2016
Q1 		$269K Sell
4,684
-595
-11% -$35.2K 0.07% 93
2015
Q4 		$345K Sell
5,279
-200
-4% -$12.9K 0.08% 106
2015
Q3 		$345K Sell
5,479
-100
-2% -$7.03K 0.09% 105
2015
Q2 		$395K Sell
5,579
-125
-2% -$9K 0.1% 101
2015
Q1 		$401K Sell
5,704
-125
-2% -$8.48K 0.1% 96
2014
Q4 		$375K Sell
5,829
-200
-3% -$12.7K 0.1% 97
2014
Q3 		$383K Hold
6,029
– – 0.11% 89
2014
Q2 		$374K Sell
6,029
-100
-2% -$5.94K 0.11% 92
2014
Q1 		$358K Sell
6,129
-50
-0.8% -$2.83K 0.12% 94
2013
Q4 		$328K Sell
6,179
-33
-0.5% -$1.67K 0.11% 93
2013
Q3 		$297K Hold
6,212
– – 0.12% 80
2013
Q2 		$282K Buy
+6,212
New +$287K 0.13% 81

Other funds holding PPH

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NC
Noked Capital Tel Aviv, Israel $946M AUM 17.1% 1-Year Est. Return
NI
Noked Israel Ramat Hasharon, Israel $970M AUM 74.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Financial Partners Capital Management's PPH Position: Q3 2022 in Review

Financial Partners Capital Management sold out of VanEck Pharmaceutical ETF (PPH) in Q3 2022, closing a stake of 2,610 shares — an estimated $201K sold.

Financial Partners Capital Management first reported a position in PPH in Q2 2013 and held it in 23 quarters. The position peaked at $401K in Q1 2015. 86 funds tracked by Wall St. Rank hold PPH as of Q3 2022.

  • Financial Partners Capital Management reported no remaining VanEck Pharmaceutical ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Partners Capital Management sold 2,610 VanEck Pharmaceutical ETF shares in Q3 2022, an estimated $201K.
  • Financial Partners Capital Management first reported a position in VanEck Pharmaceutical ETF in Q2 2013 and held it in 23 quarters.
  • Financial Partners Capital Management's VanEck Pharmaceutical ETF position peaked at $401K in Q1 2015.
  • 86 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q3 2022.

Based on Financial Partners Capital Management's 13F filing for Q3 2022, filed 27 Feb 2023.