Artemis Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Artemis Wealth Advisors’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
2021 Q4	–	Sell	-12,300	Closed	-$821K	–	80
2021 Q3	$821K	Buy	12,300 +6,800	+124%	+$1.14M	0.11%	24
2021 Q2	$900K	Hold	5,500	–	–	0.13%	20
2021 Q1	$828K	Buy	+5,500	New	+$874K	0.13%	22

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Artemis Wealth Advisors's IBB Position: Q4 2021 in Review

Artemis Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2021, closing a stake of 12,300 shares — an estimated $821K sold.

Artemis Wealth Advisors first reported a position in IBB in Q1 2021 and held it in 3 quarters. The position peaked at $900K in Q2 2021. 962 funds tracked by Wall St. Rank hold IBB as of Q4 2021.

Artemis Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2021 after selling out during the quarter.
Artemis Wealth Advisors sold 12,300 iShares Biotechnology ETF shares in Q4 2021, an estimated $821K.
Artemis Wealth Advisors first reported a position in iShares Biotechnology ETF in Q1 2021 and held it in 3 quarters.
Artemis Wealth Advisors's iShares Biotechnology ETF position peaked at $900K in Q2 2021.
962 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2021.

Based on Artemis Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2023.