LM Advisors’s VanEck Biotech ETF BBH Stock Holding History

LM 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	-340	Closed	-$56.2K	–	258
2023 Q4	$56.2K	Buy	+340	New	+$52.3K	0.01%	314

Other funds holding BBH

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LM Advisors's BBH Position: Q1 2024 in Review

LM Advisors sold out of VanEck Biotech ETF (BBH) in Q1 2024, closing a stake of 340 shares — an estimated $56.2K sold.

LM Advisors first reported a position in BBH in Q4 2023 and held it in 1 quarter. The position peaked at $56.2K in Q4 2023. 113 funds tracked by Wall St. Rank hold BBH as of Q1 2024.

LM Advisors reported no remaining VanEck Biotech ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 340 VanEck Biotech ETF shares in Q1 2024, an estimated $56.2K.
LM Advisors first reported a position in VanEck Biotech ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's VanEck Biotech ETF position peaked at $56.2K in Q4 2023.
113 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.