O'Dell Group’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

O'Dell Group’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
2024 Q1	–	Sell	-117	Closed	-$2.86K	–	128
2023 Q4	$2.86K	Buy	+117	New	+$2.31K	﹤0.01%	433
2023 Q3	–	Sell	-117	Closed	-$2.8K	–	115
2023 Q2	$2.8K	Buy	+117	New	+$2.82K	﹤0.01%	424
2022 Q2	–	Sell	-117	Closed	-$3K	–	461
2022 Q1	$3K	Hold	117	–	–	﹤0.01%	417
2021 Q4	$4K	Hold	117	–	–	﹤0.01%	404
2021 Q3	$5K	Buy	+117	New	+$5.47K	﹤0.01%	367

Other funds holding BBC

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

DWS

Dynamic Wealth Strategies Granite Bay, California $173M AUM 14.19% 1-Year Est. Return

DSC

Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

O'Dell Group's BBC Position: Q1 2024 in Review

O'Dell Group sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q1 2024, closing a stake of 117 shares — an estimated $2.86K sold.

O'Dell Group first reported a position in BBC in Q3 2021 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 17 funds tracked by Wall St. Rank hold BBC as of Q1 2024.

O'Dell Group reported no remaining Virtus Biotech Clinical Trials ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 117 Virtus Biotech Clinical Trials ETF shares in Q1 2024, an estimated $2.86K.
O'Dell Group first reported a position in Virtus Biotech Clinical Trials ETF in Q3 2021 and held it in 5 quarters.
O'Dell Group's Virtus Biotech Clinical Trials ETF position peaked at $5K in Q3 2021.
17 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.