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DFPG Investments’s iShares Biotechnology ETF IBB Stock Holding History

DFPG Investments’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
Q4 		– Sell
-5,145
Closed -$725K – 174
2020
Q3 		$725K Buy
+5,145
New +$698K 0.39% 76

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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

DFPG Investments's IBB Position: Q4 2020 in Review

DFPG Investments sold out of iShares Biotechnology ETF (IBB) in Q4 2020, closing a stake of 5,145 shares — an estimated $725K sold.

DFPG Investments first reported a position in IBB in Q3 2020 and held it in 1 quarter. The position peaked at $725K in Q3 2020. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

  • DFPG Investments reported no remaining iShares Biotechnology ETF position as of Q4 2020 after selling out during the quarter.
  • DFPG Investments sold 5,145 iShares Biotechnology ETF shares in Q4 2020, an estimated $725K.
  • DFPG Investments first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 1 quarter.
  • DFPG Investments's iShares Biotechnology ETF position peaked at $725K in Q3 2020.
  • 856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on DFPG Investments's 13F filing for Q4 2020, filed 19 Jan 2021.