RWB
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RMR Wealth Builders’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

RMR Wealth Builders’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-709
Closed -$36K – 224
2021
Q1 		$36K Buy
709
+642
+958% +$35.1K 0.01% 418
2020
Q4 		$3K Buy
+67
New +$3.01K ﹤0.01% 478
2019
Q4 		$33K Buy
+880
New +$26.2K 0.03% 263

Other funds holding BBC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RMR Wealth Builders's BBC Position: Q2 2021 in Review

RMR Wealth Builders sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q2 2021, closing a stake of 709 shares — an estimated $36K sold.

RMR Wealth Builders first reported a position in BBC in Q4 2019 and held it in 3 quarters. The position peaked at $36K in Q1 2021. 19 funds tracked by Wall St. Rank hold BBC as of Q2 2021.

  • RMR Wealth Builders reported no remaining Virtus Biotech Clinical Trials ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 709 Virtus Biotech Clinical Trials ETF shares in Q2 2021, an estimated $36K.
  • RMR Wealth Builders first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's Virtus Biotech Clinical Trials ETF position peaked at $36K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.