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Plante Moran Financial Advisors’s Virtus Biotech ETF BBP Stock Holding History

Plante Moran Financial Advisors’s Portfolio BBP Stock Details BBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-846
Closed -$30K – 752
2019
Q3 		$30K Hold
846
– – 0.01% 418
2019
Q2 		$35K Buy
+846
New +$34.8K 0.01% 398

Other funds holding BBP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's BBP Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Virtus Biotech ETF (BBP) in Q4 2019, closing a stake of 846 shares — an estimated $30K sold.

Plante Moran Financial Advisors first reported a position in BBP in Q2 2019 and held it in 2 quarters. The position peaked at $35K in Q2 2019. 17 funds tracked by Wall St. Rank hold BBP as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Virtus Biotech ETF position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 846 Virtus Biotech ETF shares in Q4 2019, an estimated $30K.
  • Plante Moran Financial Advisors first reported a position in Virtus Biotech ETF in Q2 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Virtus Biotech ETF position peaked at $35K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.