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Barrett & Company’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Barrett & Company’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
Q3 		– Sell
-1,000
Closed -$56.4K – 583
2024
Q2 		$56.4K Buy
+1,000
New +$54.8K 0.03% 254

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Barrett & Company's CIBR Position: Q3 2024 in Review

Barrett & Company sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2024, closing a stake of 1,000 shares — an estimated $56.4K sold.

Barrett & Company first reported a position in CIBR in Q2 2024 and held it in 1 quarter. The position peaked at $56.4K in Q2 2024. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

  • Barrett & Company reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
  • Barrett & Company sold 1,000 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $56.4K.
  • Barrett & Company first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2024 and held it in 1 quarter.
  • Barrett & Company's First Trust NASDAQ Cybersecurity ETF position peaked at $56.4K in Q2 2024.
  • 546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on Barrett & Company's 13F filing for Q3 2024, filed 24 Oct 2024.