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CFS Investment Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-11,777
Closed -$8K – 352
2022
Q1 		$8K Buy
+11,777
New +$1.53M 0.03% 170

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Citigroup
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFS Investment Advisory Services's IBB Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 11,777 shares — an estimated $8K sold.

CFS Investment Advisory Services first reported a position in IBB in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 11,777 iShares Biotechnology ETF shares in Q2 2022, an estimated $8K.
  • CFS Investment Advisory Services first reported a position in iShares Biotechnology ETF in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares Biotechnology ETF position peaked at $8K in Q1 2022.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.