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Level Financial Advisors’s VanEck Pharmaceutical ETF PPH Stock Holding History

Level Financial 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
2022
Q3 		– Sell
-178
Closed -$14K – 310
2022
Q2 		$14K Buy
+178
New +$13.9K 0.01% 163

Other funds holding PPH

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NI
Noked Israel Ramat Hasharon, Israel $677M AUM 69.37% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Level Financial Advisors's PPH Position: Q3 2022 in Review

Level Financial Advisors sold out of VanEck Pharmaceutical ETF (PPH) in Q3 2022, closing a stake of 178 shares — an estimated $14K sold.

Level Financial Advisors first reported a position in PPH in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 86 funds tracked by Wall St. Rank hold PPH as of Q3 2022.

  • Level Financial Advisors reported no remaining VanEck Pharmaceutical ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 178 VanEck Pharmaceutical ETF shares in Q3 2022, an estimated $14K.
  • Level Financial Advisors first reported a position in VanEck Pharmaceutical ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's VanEck Pharmaceutical ETF position peaked at $14K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.