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AMJ Financial Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

AMJ Financial 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
2020
Q3 		– Sell
-2,885
Closed -$394K – 69
2020
Q2 		$394K Buy
+2,885
New +$368K 0.27% 50

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AMJ Financial Wealth Management's IBB Position: Q3 2020 in Review

AMJ Financial Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2020, closing a stake of 2,885 shares — an estimated $394K sold.

AMJ Financial Wealth Management first reported a position in IBB in Q2 2020 and held it in 1 quarter. The position peaked at $394K in Q2 2020. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

  • AMJ Financial Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2020 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 2,885 iShares Biotechnology ETF shares in Q3 2020, an estimated $394K.
  • AMJ Financial Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 1 quarter.
  • AMJ Financial Wealth Management's iShares Biotechnology ETF position peaked at $394K in Q2 2020.
  • 784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.