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

Aries 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
2018
Q4 		– Sell
-1,675
Closed -$204K – 118
2018
Q3 		$204K Buy
+1,675
New +$197K 0.18% 124

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Aries Wealth Management's IBB Position: Q4 2018 in Review

Aries Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2018, closing a stake of 1,675 shares — an estimated $204K sold.

Aries Wealth Management first reported a position in IBB in Q3 2018 and held it in 1 quarter. The position peaked at $204K in Q3 2018. 649 funds tracked by Wall St. Rank hold IBB as of Q4 2018.

  • Aries Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2018 after selling out during the quarter.
  • Aries Wealth Management sold 1,675 iShares Biotechnology ETF shares in Q4 2018, an estimated $204K.
  • Aries Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2018 and held it in 1 quarter.
  • Aries Wealth Management's iShares Biotechnology ETF position peaked at $204K in Q3 2018.
  • 649 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2018.

Based on Aries Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.