CFM Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-814	Closed	-$111K	–	293
2020 Q2	$111K	Sell	814 -225	-22%	-$28.7K	0.04%	191
2020 Q1	$112K	Hold	1,039	–	–	0.05%	184
2019 Q4	$127K	Buy	+1,039	New	+$116K	0.05%	181

Other funds holding IBB

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

CFM Wealth Partners's IBB Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares Biotechnology ETF (IBB) in Q3 2020, closing a stake of 814 shares — an estimated $111K sold.

CFM Wealth Partners first reported a position in IBB in Q4 2019 and held it in 3 quarters. The position peaked at $127K in Q4 2019. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

CFM Wealth Partners reported no remaining iShares Biotechnology ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 814 iShares Biotechnology ETF shares in Q3 2020, an estimated $111K.
CFM Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's iShares Biotechnology ETF position peaked at $127K in Q4 2019.
784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.