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Milestone Wealth’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Milestone Wealth’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5K Hold
217
– – 0.01% 194
2022
Q2 		$5K Sell
217
-216
-50% -$4.75K 0.01% 193
2022
Q1 		$17K Hold
433
– – 0.01% 190
2021
Q4 		$17K Buy
+433
New +$18.5K 0.01% 190

Other funds holding BBC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Milestone Wealth's BBC Position: Q3 2022 in Review

Milestone Wealth held its Virtus Biotech Clinical Trials ETF (BBC) position steady in Q3 2022 at 217 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #194.

Milestone Wealth first reported a position in BBC in Q4 2021 and has held it in 4 quarters since. The position peaked at $17K in Q1 2022. 16 funds tracked by Wall St. Rank hold BBC as of Q3 2022.

  • Milestone Wealth held 217 shares of Virtus Biotech Clinical Trials ETF worth $5K as of Q3 2022.
  • Milestone Wealth left its Virtus Biotech Clinical Trials ETF share count unchanged in Q3 2022.
  • Virtus Biotech Clinical Trials ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #194 holding.
  • Milestone Wealth first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Virtus Biotech Clinical Trials ETF position peaked at $17K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.