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LGT Financial Advisors’s VanEck Biotech ETF BBH Stock Holding History

LGT Financial 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
2024
Q1 		– Sell
-25
Closed -$4.15K – 795
2023
Q4 		$4.15K Hold
25
– – 0.01% 670
2023
Q3 		$3.89K Buy
+25
New +$3.99K ﹤0.01% 676

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

LGT Financial Advisors's BBH Position: Q1 2024 in Review

LGT Financial Advisors sold out of VanEck Biotech ETF (BBH) in Q1 2024, closing a stake of 25 shares — an estimated $4.15K sold.

LGT Financial Advisors first reported a position in BBH in Q3 2023 and held it in 2 quarters. The position peaked at $4.15K in Q4 2023. 113 funds tracked by Wall St. Rank hold BBH as of Q1 2024.

  • LGT Financial Advisors reported no remaining VanEck Biotech ETF position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 25 VanEck Biotech ETF shares in Q1 2024, an estimated $4.15K.
  • LGT Financial Advisors first reported a position in VanEck Biotech ETF in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's VanEck Biotech ETF position peaked at $4.15K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.