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Baron Silver Stevens Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Baron Silver Stevens Financial 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
2022
Q4 		– Sell
-366
Closed -$11.7K – 118
2022
Q3 		$11.7K Buy
+366
New +$45.4K 3.19% 11
2021
Q1 		– Sell
-449
Closed -$68K – 231
2020
Q4 		$68K Buy
+449
New +$64.2K 0.02% 117

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IBB Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2022, closing a stake of 366 shares — an estimated $11.7K sold.

Baron Silver Stevens Financial Advisors first reported a position in IBB in Q4 2020 and held it in 2 quarters. The position peaked at $68K in Q4 2020. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 366 iShares Biotechnology ETF shares in Q4 2022, an estimated $11.7K.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's iShares Biotechnology ETF position peaked at $68K in Q4 2020.
  • 902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.