PCS
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Private Client Services’s VanEck Pharmaceutical ETF PPH Stock Holding History

Private Client Services’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,667
Closed -$298K – 146
2023
Q4 		$298K Buy
+3,667
New +$288K 0.25% 105

Other funds holding PPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Client Services's PPH Position: Q1 2024 in Review

Private Client Services sold out of VanEck Pharmaceutical ETF (PPH) in Q1 2024, closing a stake of 3,667 shares — an estimated $298K sold.

Private Client Services first reported a position in PPH in Q4 2023 and held it in 1 quarter. The position peaked at $298K in Q4 2023. 138 funds tracked by Wall St. Rank hold PPH as of Q1 2024.

  • Private Client Services reported no remaining VanEck Pharmaceutical ETF position as of Q1 2024 after selling out during the quarter.
  • Private Client Services sold 3,667 VanEck Pharmaceutical ETF shares in Q1 2024, an estimated $298K.
  • Private Client Services first reported a position in VanEck Pharmaceutical ETF in Q4 2023 and held it in 1 quarter.
  • Private Client Services's VanEck Pharmaceutical ETF position peaked at $298K in Q4 2023.
  • 138 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.