CFM Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

CFM Wealth Partners’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,852	Closed	-$207K	–	462
2020 Q2	$207K	Sell	1,852 -100	-5%	-$9.85K	0.08%	140
2020 Q1	$151K	Hold	1,952	–	–	0.07%	160
2019 Q4	$190K	Buy	+1,952	New	+$169K	0.07%	150

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CFM Wealth Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2020, closing a stake of 1,852 shares — an estimated $207K sold.

CFM Wealth Partners first reported a position in XBI in Q4 2019 and held it in 3 quarters. The position peaked at $207K in Q2 2020. 554 funds tracked by Wall St. Rank hold XBI as of Q3 2020.

CFM Wealth Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 1,852 State Street SPDR S&P Biotech ETF shares in Q3 2020, an estimated $207K.
CFM Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $207K in Q2 2020.
554 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2020.

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