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

Curi 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
2021
Q1 		– Sell
-70
Closed -$10K – 270
2020
Q4 		$10K Buy
+70
New +$10K 0.01% 248

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi Wealth Management's IBB Position: Q1 2021 in Review

Curi Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 70 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in IBB in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

  • Curi Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
  • Curi Wealth Management sold 70 iShares Biotechnology ETF shares in Q1 2021, an estimated $10K.
  • Curi Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 1 quarter.
  • Curi Wealth Management's iShares Biotechnology ETF position peaked at $10K in Q4 2020.
  • 845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.