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Baystate Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Baystate Wealth Management’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-135
Closed -$7K – 815
2020
Q4 		$7K Buy
+135
New +$6.42K ﹤0.01% 464

Other funds holding SBIO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baystate Wealth Management's SBIO Position: Q1 2021 in Review

Baystate Wealth Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2021, closing a stake of 135 shares — an estimated $7K sold.

Baystate Wealth Management first reported a position in SBIO in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 70 funds tracked by Wall St. Rank hold SBIO as of Q1 2021.

  • Baystate Wealth Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 135 ALPS Medical Breakthroughs ETF shares in Q1 2021, an estimated $7K.
  • Baystate Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and held it in 1 quarter.
  • Baystate Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $7K in Q4 2020.
  • 70 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.