AWM
IBB icon

Aevitas Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Aevitas Wealth Management’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-57
Closed -$6K – 194
2019
Q1 		$6K Sell
57
-60
-51% -$6.58K 0.01% 328
2018
Q4 		$11K Hold
117
– – 0.01% 290
2018
Q3 		$14K Hold
117
– – 0.01% 318
2018
Q2 		$13K Sell
117
-45
-28% -$4.81K 0.01% 306
2018
Q1 		$17K Sell
162
-232
-59% -$25.7K 0.02% 273
2017
Q4 		$42K Buy
+394
New +$42.1K 0.04% 195

Other funds holding IBB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aevitas Wealth Management's IBB Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2019, closing a stake of 57 shares — an estimated $6K sold.

Aevitas Wealth Management first reported a position in IBB in Q4 2017 and held it in 6 quarters. The position peaked at $42K in Q4 2017. 646 funds tracked by Wall St. Rank hold IBB as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 57 iShares Biotechnology ETF shares in Q2 2019, an estimated $6K.
  • Aevitas Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's iShares Biotechnology ETF position peaked at $42K in Q4 2017.
  • 646 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.