Lenox Wealth Advisors’s VanEck Biotech ETF BBH Stock Holding History

Lenox Wealth 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	$17K	Hold	100	–	–	﹤0.01%	400
2021 Q4	$19K	Hold	100	–	–	﹤0.01%	406
2021 Q3	$20K	Buy	+100	New	+$21K	﹤0.01%	352

Other funds holding BBH

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.26B AUM 24.75% 1-Year Est. Return

Lenox Wealth Advisors's BBH Position: Q1 2022 in Review

Lenox Wealth Advisors held its VanEck Biotech ETF (BBH) position steady in Q1 2022 at 100 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Lenox Wealth Advisors first reported a position in BBH in Q3 2021 and has held it in 3 quarters since. The position peaked at $20K in Q3 2021. 115 funds tracked by Wall St. Rank hold BBH as of Q1 2022.

Lenox Wealth Advisors held 100 shares of VanEck Biotech ETF worth $17K as of Q1 2022.
Lenox Wealth Advisors left its VanEck Biotech ETF share count unchanged in Q1 2022.
VanEck Biotech ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #400 holding.
Lenox Wealth Advisors first reported a position in VanEck Biotech ETF in Q3 2021 and has held it in 3 quarters since.
Lenox Wealth Advisors's VanEck Biotech ETF position peaked at $20K in Q3 2021.
115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.