Spire Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Spire Wealth Management’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
2022 Q2	–	Sell	-51	Closed	-$8K	–	2658
2022 Q1	$8K	Buy	51 +1	+2%	+$162	﹤0.01%	2089
2021 Q4	$9K	Hold	50	–	–	﹤0.01%	2405
2021 Q3	$10K	Hold	50	–	–	﹤0.01%	2086
2021 Q2	$10K	Hold	50	–	–	﹤0.01%	2101
2021 Q1	$9K	Buy	+50	New	+$9.04K	﹤0.01%	2435

Other funds holding BBH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MJRIC

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Spire Wealth Management's BBH Position: Q2 2022 in Review

Spire Wealth Management sold out of VanEck Biotech ETF (BBH) in Q2 2022, closing a stake of 51 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in BBH in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q3 2021. 108 funds tracked by Wall St. Rank hold BBH as of Q2 2022.

Spire Wealth Management reported no remaining VanEck Biotech ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 51 VanEck Biotech ETF shares in Q2 2022, an estimated $8K.
Spire Wealth Management first reported a position in VanEck Biotech ETF in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's VanEck Biotech ETF position peaked at $10K in Q3 2021.
108 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.