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FourThought Financial Partners’s VanEck Biotech ETF BBH Stock Holding History

FourThought Financial Partners’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
2023
Q4 		– Sell
-3,947
Closed -$615K – 327
2023
Q3 		$615K Buy
+3,947
New +$631K 0.09% 160

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Bank of America
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MIM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $922M AUM 28.87% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FourThought Financial Partners's BBH Position: Q4 2023 in Review

FourThought Financial Partners sold out of VanEck Biotech ETF (BBH) in Q4 2023, closing a stake of 3,947 shares — an estimated $615K sold.

FourThought Financial Partners first reported a position in BBH in Q3 2023 and held it in 1 quarter. The position peaked at $615K in Q3 2023. 116 funds tracked by Wall St. Rank hold BBH as of Q4 2023.

  • FourThought Financial Partners reported no remaining VanEck Biotech ETF position as of Q4 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 3,947 VanEck Biotech ETF shares in Q4 2023, an estimated $615K.
  • FourThought Financial Partners first reported a position in VanEck Biotech ETF in Q3 2023 and held it in 1 quarter.
  • FourThought Financial Partners's VanEck Biotech ETF position peaked at $615K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2023.

Based on FourThought Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.