Plante Moran Financial Advisors’s VanEck Biotech ETF BBH Stock Holding History

Plante Moran Financial 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
2023 Q2	–	Sell	-300	Closed	-$48.6K	–	793
2023 Q1	$48.6K	Buy	+300	New	+$48.5K	0.01%	295

Other funds holding BBH

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

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

MJRIC

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

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

Plante Moran Financial Advisors's BBH Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of VanEck Biotech ETF (BBH) in Q2 2023, closing a stake of 300 shares — an estimated $48.6K sold.

Plante Moran Financial Advisors first reported a position in BBH in Q1 2023 and held it in 1 quarter. The position peaked at $48.6K in Q1 2023. 111 funds tracked by Wall St. Rank hold BBH as of Q2 2023.

Plante Moran Financial Advisors reported no remaining VanEck Biotech ETF position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 300 VanEck Biotech ETF shares in Q2 2023, an estimated $48.6K.
Plante Moran Financial Advisors first reported a position in VanEck Biotech ETF in Q1 2023 and held it in 1 quarter.
Plante Moran Financial Advisors's VanEck Biotech ETF position peaked at $48.6K in Q1 2023.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.