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Accurate Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Accurate Wealth Management’s Portfolio CIBR Stock Details CIBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-573
Closed -$21.8K – 454
2022
Q4 		$21.8K Buy
+573
New +$22.7K 0.01% 656

Other funds holding CIBR

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accurate Wealth Management's CIBR Position: Q1 2023 in Review

Accurate Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2023, closing a stake of 573 shares — an estimated $21.8K sold.

Accurate Wealth Management first reported a position in CIBR in Q4 2022 and held it in 1 quarter. The position peaked at $21.8K in Q4 2022. 414 funds tracked by Wall St. Rank hold CIBR as of Q1 2023.

  • Accurate Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 573 First Trust NASDAQ Cybersecurity ETF shares in Q1 2023, an estimated $21.8K.
  • Accurate Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $21.8K in Q4 2022.
  • 414 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.