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IVC Wealth Advisors’s VanEck Pharmaceutical ETF PPH Stock Holding History

IVC Wealth Advisors’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
Q1 		– Sell
-24,240
Closed -$1.63K – 151
2022
Q4 		$1.63K Buy
+24,240
New +$1.79M ﹤0.01% 152

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
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

IVC Wealth Advisors's PPH Position: Q1 2023 in Review

IVC Wealth Advisors sold out of VanEck Pharmaceutical ETF (PPH) in Q1 2023, closing a stake of 24,240 shares — an estimated $1.63K sold.

IVC Wealth Advisors first reported a position in PPH in Q4 2022 and held it in 1 quarter. The position peaked at $1.63K in Q4 2022. 106 funds tracked by Wall St. Rank hold PPH as of Q1 2023.

  • IVC Wealth Advisors reported no remaining VanEck Pharmaceutical ETF position as of Q1 2023 after selling out during the quarter.
  • IVC Wealth Advisors sold 24,240 VanEck Pharmaceutical ETF shares in Q1 2023, an estimated $1.63K.
  • IVC Wealth Advisors first reported a position in VanEck Pharmaceutical ETF in Q4 2022 and held it in 1 quarter.
  • IVC Wealth Advisors's VanEck Pharmaceutical ETF position peaked at $1.63K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q1 2023.

Based on IVC Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.