Vontobel Holding
PINK icon

Vontobel Holding’s Simplify Health Care ETF PINK Stock Holding History

Vontobel Holding’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,750
Closed -$622K – 1141
2023
Q4 		$622K Sell
22,750
-21,138
-48% -$532K 0.01% 736
2023
Q3 		$1.1M Buy
43,888
+10,337
+31% +$271K 0.01% 564
2023
Q2 		$890K Buy
33,551
+1,944
+6% +$50.2K 0.01% 631
2023
Q1 		$794K Buy
31,607
+3,306
+12% +$83.6K 0.01% 644
2022
Q4 		$753K Buy
28,301
+10,578
+60% +$274K 0.01% 643
2022
Q3 		$421K Buy
+17,723
New +$446K ﹤0.01% 764

Other funds holding PINK

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Vontobel Holding's PINK Position: Q1 2024 in Review

Vontobel Holding sold out of Simplify Health Care ETF (PINK) in Q1 2024, closing a stake of 22,750 shares — an estimated $622K sold.

Vontobel Holding first reported a position in PINK in Q3 2022 and held it in 6 quarters. The position peaked at $1.1M in Q3 2023. 48 funds tracked by Wall St. Rank hold PINK as of Q1 2024.

  • Vontobel Holding reported no remaining Simplify Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Vontobel Holding sold 22,750 Simplify Health Care ETF shares in Q1 2024, an estimated $622K.
  • Vontobel Holding first reported a position in Simplify Health Care ETF in Q3 2022 and held it in 6 quarters.
  • Vontobel Holding's Simplify Health Care ETF position peaked at $1.1M in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2024.

Based on Vontobel Holding's 13F filing for Q1 2024, filed 10 May 2024.