CWM
CIBR icon

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

Castle 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
2022
Q4 		– Sell
-363
Closed -$14K – 194
2022
Q3 		$14K Hold
363
– – 0.01% 374
2022
Q2 		$15K Buy
+363
New +$16.2K 0.01% 348

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Castle Wealth Management's CIBR Position: Q4 2022 in Review

Castle Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2022, closing a stake of 363 shares — an estimated $14K sold.

Castle Wealth Management first reported a position in CIBR in Q2 2022 and held it in 2 quarters. The position peaked at $15K in Q2 2022. 397 funds tracked by Wall St. Rank hold CIBR as of Q4 2022.

  • Castle Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 363 First Trust NASDAQ Cybersecurity ETF shares in Q4 2022, an estimated $14K.
  • Castle Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $15K in Q2 2022.
  • 397 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.