YorkBridge Wealth Partners’s Virtus Biotech ETF BBP Stock Holding History

YorkBridge Wealth Partners’s Portfolio BBP Stock Details BBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-130	Closed	-$5K	–	213
2019 Q2	$5K	Hold	130	–	–	﹤0.01%	654
2019 Q1	$6K	Hold	130	–	–	﹤0.01%	639
2018 Q4	$5K	Hold	130	–	–	﹤0.01%	633
2018 Q3	$6K	Hold	130	–	–	﹤0.01%	639
2018 Q2	$6K	Hold	130	–	–	﹤0.01%	669
2018 Q1	$5K	Hold	130	–	–	﹤0.01%	677
2017 Q4	$5K	Hold	130	–	–	﹤0.01%	698
2017 Q3	$5K	Hold	130	–	–	﹤0.01%	702
2017 Q2	$5K	Hold	130	–	–	﹤0.01%	696
2017 Q1	$5K	Buy	+130	New	+$4.76K	﹤0.01%	687

Other funds holding BBP

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's BBP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Virtus Biotech ETF (BBP) in Q3 2019, closing a stake of 130 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in BBP in Q1 2017 and held it in 10 quarters. The position peaked at $6K in Q1 2019. 15 funds tracked by Wall St. Rank hold BBP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Virtus Biotech ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 130 Virtus Biotech ETF shares in Q3 2019, an estimated $5K.
YorkBridge Wealth Partners first reported a position in Virtus Biotech ETF in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's Virtus Biotech ETF position peaked at $6K in Q1 2019.
15 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.