Baystate Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Baystate Wealth Management’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
2023 Q4	$67.5K	Buy	1,253 +77	+7%	+$3.72K	0.01%	330
2023 Q3	$53.4K	Buy	1,176 +50	+4%	+$2.29K	﹤0.01%	333
2023 Q2	$51.1K	Buy	1,126 +874	+347%	+$37K	﹤0.01%	327
2023 Q1	$10.8K	Sell	252 -250	-50%	-$10.2K	﹤0.01%	552
2022 Q4	$19K	Buy	502 +250	+99%	+$9.91K	﹤0.01%	468
2022 Q3	$10K	Hold	252	–	–	﹤0.01%	535
2022 Q2	$10K	Hold	252	–	–	﹤0.01%	548
2022 Q1	$13K	Buy	252 +133	+112%	+$6.51K	﹤0.01%	525
2021 Q4	$6K	Buy	119 +9	+8%	+$473	﹤0.01%	625
2021 Q3	$5K	Hold	110	–	–	﹤0.01%	591
2021 Q2	$5K	Hold	110	–	–	﹤0.01%	567
2021 Q1	$5K	Hold	110	–	–	﹤0.01%	514
2020 Q4	$5K	Hold	110	–	–	﹤0.01%	489
2020 Q3	$4K	Hold	110	–	–	﹤0.01%	471
2020 Q2	$4K	Buy	+110	New	+$3.32K	﹤0.01%	481

Other funds holding CIBR

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baystate Wealth Management's CIBR Position: Q4 2023 in Review

Baystate Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 6.5% in Q4 2023, buying an estimated $3.72K and bringing the position to 1,253 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #330.

Baystate Wealth Management first reported a position in CIBR in Q2 2020 and has held it in 15 quarters since. 485 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

Baystate Wealth Management held 1,253 shares of First Trust NASDAQ Cybersecurity ETF worth $67.5K as of Q4 2023.
Baystate Wealth Management bought 77 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $3.72K.
First Trust NASDAQ Cybersecurity ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #330 holding.
Baystate Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2020 and has held it in 15 quarters since.
485 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.