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Carmel Capital Partners’s iShares Biotechnology ETF IBB Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-42
Closed -$5.14K – 394
2023
Q3 		$5.14K Buy
+42
New +$5.34K ﹤0.01% 543

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JP Morgan Chase
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
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Wells Fargo
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Carmel Capital Partners's IBB Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 42 shares — an estimated $5.14K sold.

Carmel Capital Partners first reported a position in IBB in Q3 2023 and held it in 1 quarter. The position peaked at $5.14K in Q3 2023. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 42 iShares Biotechnology ETF shares in Q4 2023, an estimated $5.14K.
  • Carmel Capital Partners first reported a position in iShares Biotechnology ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's iShares Biotechnology ETF position peaked at $5.14K in Q3 2023.
  • 872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.