Cedar Brook Financial Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-8,084	Closed	-$456K	–	82
2024 Q1	$456K	Buy	8,084 +3,023	+60%	+$170K	0.09%	219
2023 Q4	$277K	Sell	5,061 -113	-2%	-$5.46K	0.06%	310
2023 Q3	$235K	Buy	5,174 +115	+2%	+$5.27K	0.06%	309
2023 Q2	$230K	Sell	5,059 -206	-4%	-$8.73K	0.05%	343
2023 Q1	$225K	Buy	+5,265	New	+$214K	0.06%	333
2022 Q2	–	Sell	-4,420	Closed	-$235K	–	352
2022 Q1	$235K	Buy	4,420 +467	+12%	+$22.8K	0.06%	325
2021 Q4	$209K	Buy	+3,953	New	+$208K	0.05%	350

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

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

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

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cedar Brook Financial Partners's CIBR Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2024, closing a stake of 8,084 shares — an estimated $456K sold.

Cedar Brook Financial Partners first reported a position in CIBR in Q4 2021 and held it in 7 quarters. The position peaked at $456K in Q1 2024. 529 funds tracked by Wall St. Rank hold CIBR as of Q2 2024.

Cedar Brook Financial Partners reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 8,084 First Trust NASDAQ Cybersecurity ETF shares in Q2 2024, an estimated $456K.
Cedar Brook Financial Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and held it in 7 quarters.
Cedar Brook Financial Partners's First Trust NASDAQ Cybersecurity ETF position peaked at $456K in Q1 2024.
529 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.