JWCA
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J.W. Cole Advisors’s VanEck Biotech ETF BBH Stock Holding History

J.W. Cole Advisors’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
-1,068
Closed -$202K – 812
2021
Q4 		$202K Buy
+1,068
New +$206K 0.01% 777

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

J.W. Cole Advisors's BBH Position: Q1 2022 in Review

J.W. Cole Advisors sold out of VanEck Biotech ETF (BBH) in Q1 2022, closing a stake of 1,068 shares — an estimated $202K sold.

J.W. Cole Advisors first reported a position in BBH in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 115 funds tracked by Wall St. Rank hold BBH as of Q1 2022.

  • J.W. Cole Advisors reported no remaining VanEck Biotech ETF position as of Q1 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,068 VanEck Biotech ETF shares in Q1 2022, an estimated $202K.
  • J.W. Cole Advisors first reported a position in VanEck Biotech ETF in Q4 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's VanEck Biotech ETF position peaked at $202K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.