Principle Wealth Partners’s VanEck Biotech ETF BBH Stock Holding History

Principle Wealth Partners’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
2021 Q1	–	Sell	-1,659	Closed	-$282K	–	288
2020 Q4	$282K	Buy	+1,659	New	+$273K	0.04%	228
2020 Q3	–	Sell	-79	Closed	-$13K	–	172
2020 Q2	$13K	Buy	+79	New	+$12K	﹤0.01%	386

Other funds holding BBH

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

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

MJRIC

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Principle Wealth Partners's BBH Position: Q1 2021 in Review

Principle Wealth Partners sold out of VanEck Biotech ETF (BBH) in Q1 2021, closing a stake of 1,659 shares — an estimated $282K sold.

Principle Wealth Partners first reported a position in BBH in Q2 2020 and held it in 2 quarters. The position peaked at $282K in Q4 2020. 105 funds tracked by Wall St. Rank hold BBH as of Q1 2021.

Principle Wealth Partners reported no remaining VanEck Biotech ETF position as of Q1 2021 after selling out during the quarter.
Principle Wealth Partners sold 1,659 VanEck Biotech ETF shares in Q1 2021, an estimated $282K.
Principle Wealth Partners first reported a position in VanEck Biotech ETF in Q2 2020 and held it in 2 quarters.
Principle Wealth Partners's VanEck Biotech ETF position peaked at $282K in Q4 2020.
105 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2021.

Based on Principle Wealth Partners's 13F filing for Q1 2021, filed 18 May 2021.