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Sterling Investment Advisors (Pennsylvania)’s VanEck Biotech ETF BBH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-34
Closed -$5K – 170
2022
Q2 		$5K Buy
+34
New +$5.06K ﹤0.01% 451

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BBH Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of VanEck Biotech ETF (BBH) in Q3 2022, closing a stake of 34 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BBH in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 102 funds tracked by Wall St. Rank hold BBH as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining VanEck Biotech ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 34 VanEck Biotech ETF shares in Q3 2022, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck Biotech ETF in Q2 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s VanEck Biotech ETF position peaked at $5K in Q2 2022.
  • 102 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.