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VisionPoint Advisory Group’s VanEck Biotech ETF BBH Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-12
Closed -$2.02K – 286
2024
Q2 		$2.02K Hold
12
– – ﹤0.01% 671
2024
Q1 		$2K Buy
+12
New +$1.99K ﹤0.01% 682

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VisionPoint Advisory Group's BBH Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of VanEck Biotech ETF (BBH) in Q3 2024, closing a stake of 12 shares — an estimated $2.02K sold.

VisionPoint Advisory Group first reported a position in BBH in Q1 2024 and held it in 2 quarters. The position peaked at $2.02K in Q2 2024. 115 funds tracked by Wall St. Rank hold BBH as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining VanEck Biotech ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 12 VanEck Biotech ETF shares in Q3 2024, an estimated $2.02K.
  • VisionPoint Advisory Group first reported a position in VanEck Biotech ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's VanEck Biotech ETF position peaked at $2.02K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.