FTA
PPH icon

Financial & Tax Architects’s VanEck Pharmaceutical ETF PPH Stock Holding History

Financial & Tax Architects’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
2023
Q2 		– Sell
-4,001
Closed -$311K – 84
2023
Q1 		$311K Sell
4,001
-1,211
-23% -$93.4K 0.1% 66
2022
Q4 		$410K Buy
+5,212
New +$384K 0.14% 61
2022
Q3 		– Sell
-3,114
Closed -$239K – 75
2022
Q2 		$239K Buy
+3,114
New +$243K 0.09% 74

Other funds holding PPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Financial & Tax Architects's PPH Position: Q2 2023 in Review

Financial & Tax Architects sold out of VanEck Pharmaceutical ETF (PPH) in Q2 2023, closing a stake of 4,001 shares — an estimated $311K sold.

Financial & Tax Architects first reported a position in PPH in Q2 2022 and held it in 3 quarters. The position peaked at $410K in Q4 2022. 102 funds tracked by Wall St. Rank hold PPH as of Q2 2023.

  • Financial & Tax Architects reported no remaining VanEck Pharmaceutical ETF position as of Q2 2023 after selling out during the quarter.
  • Financial & Tax Architects sold 4,001 VanEck Pharmaceutical ETF shares in Q2 2023, an estimated $311K.
  • Financial & Tax Architects first reported a position in VanEck Pharmaceutical ETF in Q2 2022 and held it in 3 quarters.
  • Financial & Tax Architects's VanEck Pharmaceutical ETF position peaked at $410K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q2 2023.

Based on Financial & Tax Architects's 13F filing for Q2 2023, filed 25 Jul 2023.