RWB
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RMR Wealth Builders’s Virtus Biotech ETF BBP Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-1,455
Closed -$76K – 225
2021
Q1 		$76K Sell
1,455
-214
-13% -$11.9K 0.02% 305
2020
Q4 		$89K Buy
+1,669
New +$85.6K 0.04% 213
2020
Q3 		– Sell
-871
Closed -$41K – 247
2020
Q2 		$41K Buy
+871
New +$38.9K 0.04% 246
2019
Q4 		$65K Buy
+1,499
New +$60.2K 0.06% 206

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

RMR Wealth Builders sold out of Virtus Biotech ETF (BBP) in Q2 2021, closing a stake of 1,455 shares — an estimated $76K sold.

RMR Wealth Builders first reported a position in BBP in Q4 2019 and held it in 4 quarters. The position peaked at $89K in Q4 2020. 16 funds tracked by Wall St. Rank hold BBP as of Q2 2021.

  • RMR Wealth Builders reported no remaining Virtus Biotech ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,455 Virtus Biotech ETF shares in Q2 2021, an estimated $76K.
  • RMR Wealth Builders first reported a position in Virtus Biotech ETF in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Virtus Biotech ETF position peaked at $89K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q2 2021.

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