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

Pursue 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
2024 Q4	–	Sell	-3,000	Closed	-$532K	–	119
2024 Q3	$532K	Hold	3,000	–	–	0.29%	59
2024 Q2	$505K	Hold	3,000	–	–	0.28%	59
2024 Q1	$499K	Hold	3,000	–	–	0.29%	62
2023 Q4	$496K	Hold	3,000	–	–	0.32%	57
2023 Q3	$467K	Hold	3,000	–	–	0.33%	56
2023 Q2	$468K	Sell	3,000 -250	-8%	-$39.9K	0.29%	65
2023 Q1	$527K	Sell	3,250 -250	-7%	-$40.4K	0.36%	64
2022 Q4	$559K	Hold	3,500	–	–	0.43%	60
2022 Q3	$493K	Sell	3,500 -2,100	-38%	-$317K	0.35%	63
2022 Q2	$816K	Buy	5,600 +2,300	+70%	+$343K	0.52%	52
2022 Q1	$550K	Buy	+3,300	New	+$534K	0.23%	81

Other funds holding BBH

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

MIM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pursue Wealth Partners's BBH Position: Q4 2024 in Review

Pursue Wealth Partners sold out of VanEck Biotech ETF (BBH) in Q4 2024, closing a stake of 3,000 shares — an estimated $532K sold.

Pursue Wealth Partners first reported a position in BBH in Q1 2022 and held it in 11 quarters. The position peaked at $816K in Q2 2022. 115 funds tracked by Wall St. Rank hold BBH as of Q4 2024.

Pursue Wealth Partners reported no remaining VanEck Biotech ETF position as of Q4 2024 after selling out during the quarter.
Pursue Wealth Partners sold 3,000 VanEck Biotech ETF shares in Q4 2024, an estimated $532K.
Pursue Wealth Partners first reported a position in VanEck Biotech ETF in Q1 2022 and held it in 11 quarters.
Pursue Wealth Partners's VanEck Biotech ETF position peaked at $816K in Q2 2022.
115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2024.

Based on Pursue Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.