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Concentrum Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Concentrum Wealth Management’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
Q2 		– Sell
-18,199
Closed -$1.96M – 41
2020
Q1 		$1.96M Buy
+18,199
New +$2.1M 2.63% 9

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concentrum Wealth Management's IBB Position: Q2 2020 in Review

Concentrum Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2020, closing a stake of 18,199 shares — an estimated $1.96M sold.

Concentrum Wealth Management first reported a position in IBB in Q1 2020 and held it in 1 quarter. The position peaked at $1.96M in Q1 2020. 766 funds tracked by Wall St. Rank hold IBB as of Q2 2020.

  • Concentrum Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2020 after selling out during the quarter.
  • Concentrum Wealth Management sold 18,199 iShares Biotechnology ETF shares in Q2 2020, an estimated $1.96M.
  • Concentrum Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2020 and held it in 1 quarter.
  • Concentrum Wealth Management's iShares Biotechnology ETF position peaked at $1.96M in Q1 2020.
  • 766 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2020.

Based on Concentrum Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.