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

MFA 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 Q3	–	Sell	-1,800	Closed	-$262K	–	58
2022 Q2	$262K	Hold	1,800	–	–	0.1%	52
2022 Q1	$292K	Hold	1,800	–	–	0.09%	58
2021 Q4	$341K	Hold	1,800	–	–	0.14%	56
2021 Q3	$364K	Hold	1,800	–	–	0.17%	50
2021 Q2	$363K	Hold	1,800	–	–	0.16%	53
2021 Q1	$316K	Hold	1,800	–	–	0.15%	53
2020 Q4	$305K	Hold	1,800	–	–	0.27%	35
2020 Q3	$292K	Hold	1,800	–	–	0.31%	31
2020 Q2	$293K	Hold	1,800	–	–	0.19%	38
2020 Q1	$230K	Hold	1,800	–	–	0.22%	44
2019 Q4	$251K	Hold	1,800	–	–	0.18%	36
2019 Q3	$212K	Hold	1,800	–	–	0.17%	37
2019 Q2	$232K	Hold	1,800	–	–	0.17%	39
2019 Q1	$231K	Buy	+1,800	New	+$227K	0.15%	49
2018 Q4	–	Sell	-1,800	Closed	-$215K	–	42
2018 Q3	$215K	Hold	1,800	–	–	0.16%	51
2018 Q2	$235K	Hold	1,800	–	–	0.15%	55
2018 Q1	$204K	Buy	+1,800	New	+$226K	0.15%	48

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

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

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

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

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

MFA Wealth Advisors's BBH Position: Q3 2022 in Review

MFA Wealth Advisors sold out of VanEck Biotech ETF (BBH) in Q3 2022, closing a stake of 1,800 shares — an estimated $262K sold.

MFA Wealth Advisors first reported a position in BBH in Q1 2018 and held it in 17 quarters. The position peaked at $364K in Q3 2021. 102 funds tracked by Wall St. Rank hold BBH as of Q3 2022.

MFA Wealth Advisors reported no remaining VanEck Biotech ETF position as of Q3 2022 after selling out during the quarter.
MFA Wealth Advisors sold 1,800 VanEck Biotech ETF shares in Q3 2022, an estimated $262K.
MFA Wealth Advisors first reported a position in VanEck Biotech ETF in Q1 2018 and held it in 17 quarters.
MFA Wealth Advisors's VanEck Biotech ETF position peaked at $364K in Q3 2021.
102 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2022.

Based on MFA Wealth Advisors's 13F filing for Q3 2022, filed 22 Nov 2022.