AGWCA
CIBR icon

Annis Gardner Whiting Capital Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024
Q2 		– Sell
-30
Closed -$1.69K – 954
2024
Q1 		$1.69K Buy
+30
New +$1.69K ﹤0.01% 850

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CIBR Position: Q2 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2024, closing a stake of 30 shares — an estimated $1.69K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CIBR in Q1 2024 and held it in 1 quarter. The position peaked at $1.69K in Q1 2024. 529 funds tracked by Wall St. Rank hold CIBR as of Q2 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 30 First Trust NASDAQ Cybersecurity ETF shares in Q2 2024, an estimated $1.69K.
  • Annis Gardner Whiting Capital Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2024 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $1.69K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.