First Manhattan’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

First Manhattan’s Portfolio SBIO Stock Details SBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-400	Closed	-$14.3K	–	1178
2024 Q1	$14.3K	Hold	400	–	–	﹤0.01%	1074
2023 Q4	$13.2K	Hold	400	–	–	﹤0.01%	1075
2023 Q3	$10.9K	Hold	400	–	–	﹤0.01%	1123
2023 Q2	$12.6K	Buy	+400	New	+$12.4K	﹤0.01%	1103
2023 Q1	–	Sell	-300	Closed	-$9.11K	–	1677
2022 Q4	$9.11K	Hold	300	–	–	﹤0.01%	1264
2022 Q3	$9K	Hold	300	–	–	﹤0.01%	1230
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	1269
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	1279
2021 Q4	$12K	Sell	300 -100	-25%	-$4.46K	﹤0.01%	1250
2021 Q3	$18K	Hold	400	–	–	﹤0.01%	1184
2021 Q2	$19K	Buy	400 +100	+33%	+$4.79K	﹤0.01%	1168
2021 Q1	$15K	Hold	300	–	–	﹤0.01%	1175
2020 Q4	$15K	Buy	+300	New	+$14.3K	﹤0.01%	1102

Other funds holding SBIO

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Manhattan's SBIO Position: Q2 2024 in Review

First Manhattan sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2024, closing a stake of 400 shares — an estimated $14.3K sold.

First Manhattan first reported a position in SBIO in Q4 2020 and held it in 13 quarters. The position peaked at $19K in Q2 2021. 38 funds tracked by Wall St. Rank hold SBIO as of Q2 2024.

First Manhattan reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 400 ALPS Medical Breakthroughs ETF shares in Q2 2024, an estimated $14.3K.
First Manhattan first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and held it in 13 quarters.
First Manhattan's ALPS Medical Breakthroughs ETF position peaked at $19K in Q2 2021.
38 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.