Steward Partners Investment Advisory’s VanEck Biotech ETF BBH Stock Holding History

Steward Partners Investment Advisory’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
2023 Q2	–	Sell	-7	Closed	-$1.14K	–	3321
2023 Q1	$1.14K	Sell	7 -7	-50%	-$1.13K	﹤0.01%	3108
2022 Q4	$2.24K	Sell	14 -4	-22%	-$634	﹤0.01%	2994
2022 Q3	$3K	Buy	+18	New	+$2.72K	﹤0.01%	2912
2021 Q2	–	Sell	-454	Closed	-$79.7K	–	7105
2021 Q1	$79.7K	Buy	+454	New	+$82.1K	﹤0.01%	1739

Other funds holding BBH

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

TIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MJRIC

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

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

Steward Partners Investment Advisory's BBH Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of VanEck Biotech ETF (BBH) in Q2 2023, closing a stake of 7 shares — an estimated $1.14K sold.

Steward Partners Investment Advisory first reported a position in BBH in Q1 2021 and held it in 4 quarters. The position peaked at $79.7K in Q1 2021. 111 funds tracked by Wall St. Rank hold BBH as of Q2 2023.

Steward Partners Investment Advisory reported no remaining VanEck Biotech ETF position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 7 VanEck Biotech ETF shares in Q2 2023, an estimated $1.14K.
Steward Partners Investment Advisory first reported a position in VanEck Biotech ETF in Q1 2021 and held it in 4 quarters.
Steward Partners Investment Advisory's VanEck Biotech ETF position peaked at $79.7K in Q1 2021.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.