AWM
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Alterna Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Alterna 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
Q1 		– Sell
-11,760
Closed -$1.13M – 210
2018
Q4 		$1.13M Buy
+11,760
New +$1.25M 0.18% 87

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Alterna Wealth Management's IBB Position: Q1 2019 in Review

Alterna Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2019, closing a stake of 11,760 shares — an estimated $1.13M sold.

Alterna Wealth Management first reported a position in IBB in Q4 2018 and held it in 1 quarter. The position peaked at $1.13M in Q4 2018. 670 funds tracked by Wall St. Rank hold IBB as of Q1 2019.

  • Alterna Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 11,760 iShares Biotechnology ETF shares in Q1 2019, an estimated $1.13M.
  • Alterna Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's iShares Biotechnology ETF position peaked at $1.13M in Q4 2018.
  • 670 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.