Engrave Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-105	Closed	-$14K	–	228
2020 Q2	$14K	Hold	105	–	–	0.01%	218
2020 Q1	$11K	Hold	105	–	–	0.01%	205
2019 Q4	$12K	Buy	+105	New	+$11.7K	0.01%	282

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Engrave Wealth Partners's IBB Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares Biotechnology ETF (IBB) in Q3 2020, closing a stake of 105 shares — an estimated $14K sold.

Engrave Wealth Partners first reported a position in IBB in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

Engrave Wealth Partners reported no remaining iShares Biotechnology ETF position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 105 iShares Biotechnology ETF shares in Q3 2020, an estimated $14K.
Engrave Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's iShares Biotechnology ETF position peaked at $14K in Q2 2020.
784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.