Sowell Financial Services’s VanEck Biotech ETF BBH Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-21	Closed	-$4K	–	728
2021 Q1	$4K	Hold	21	–	–	﹤0.01%	2646
2020 Q4	$4K	Buy	+21	New	+$3.46K	﹤0.01%	2315

Other funds holding BBH

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MJRIC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's BBH Position: Q2 2021 in Review

Sowell Financial Services sold out of VanEck Biotech ETF (BBH) in Q2 2021, closing a stake of 21 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in BBH in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 111 funds tracked by Wall St. Rank hold BBH as of Q2 2021.

Sowell Financial Services reported no remaining VanEck Biotech ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 21 VanEck Biotech ETF shares in Q2 2021, an estimated $4K.
Sowell Financial Services first reported a position in VanEck Biotech ETF in Q4 2020 and held it in 2 quarters.
Sowell Financial Services's VanEck Biotech ETF position peaked at $4K in Q1 2021.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.