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Guardian Capital Advisors (Canada)’s iShares Biotechnology ETF IBB Stock Holding History

Guardian Capital Advisors (Canada)’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
2023
Q4 		– Sell
-11,690
Closed -$1.45M – 174
2023
Q3 		$1.45M Buy
+11,690
New +$1.49M 0.16% 99

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s IBB Position: Q4 2023 in Review

Guardian Capital Advisors (Canada) sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 11,690 shares — an estimated $1.45M sold.

Guardian Capital Advisors (Canada) first reported a position in IBB in Q3 2023 and held it in 1 quarter. The position peaked at $1.45M in Q3 2023. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

  • Guardian Capital Advisors (Canada) reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 11,690 iShares Biotechnology ETF shares in Q4 2023, an estimated $1.45M.
  • Guardian Capital Advisors (Canada) first reported a position in iShares Biotechnology ETF in Q3 2023 and held it in 1 quarter.
  • Guardian Capital Advisors (Canada)'s iShares Biotechnology ETF position peaked at $1.45M in Q3 2023.
  • 872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2023, filed 8 Feb 2024.