OPS
BBC icon

Orion Portfolio Solutions’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-3,198
Closed -$138K – 575
2020
Q2 		$138K Buy
3,198
+3,138
+5,230% +$120K 0.01% 477
2020
Q1 		$2K Buy
+60
New +$2.07K ﹤0.01% 1538

Other funds holding BBC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Orion Portfolio Solutions's BBC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q3 2020, closing a stake of 3,198 shares — an estimated $138K sold.

Orion Portfolio Solutions first reported a position in BBC in Q1 2020 and held it in 2 quarters. The position peaked at $138K in Q2 2020. 18 funds tracked by Wall St. Rank hold BBC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Virtus Biotech Clinical Trials ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,198 Virtus Biotech Clinical Trials ETF shares in Q3 2020, an estimated $138K.
  • Orion Portfolio Solutions first reported a position in Virtus Biotech Clinical Trials ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Virtus Biotech Clinical Trials ETF position peaked at $138K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.