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Guidant Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$60K Hold
601
– – 0.02% 164
2019
Q2 		$66K Hold
601
– – 0.03% 164
2019
Q1 		$67K Buy
+601
New +$65.9K 0.03% 166

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guidant Wealth Advisors's IBB Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2019 at 601 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #164.

Guidant Wealth Advisors first reported a position in IBB in Q1 2019 and has held it in 3 quarters since. The position peaked at $67K in Q1 2019. 597 funds tracked by Wall St. Rank hold IBB as of Q3 2019.

  • Guidant Wealth Advisors held 601 shares of iShares Biotechnology ETF worth $60K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2019.
  • iShares Biotechnology ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #164 holding.
  • Guidant Wealth Advisors first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's iShares Biotechnology ETF position peaked at $67K in Q1 2019.
  • 597 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.