Hall Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Hall Private 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
2022 Q2	–	Sell	-1,686	Closed	-$220K	–	43
2022 Q1	$220K	Sell	1,686 -215	-11%	-$28K	0.12%	45
2021 Q4	$290K	Buy	1,901 +7	+0.4%	+$1.08K	0.18%	38
2021 Q3	$306K	Sell	1,894 -314	-14%	-$52.8K	0.2%	41
2021 Q2	$361K	Buy	+2,208	New	+$340K	0.24%	40

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Hall Private Wealth Advisors's IBB Position: Q2 2022 in Review

Hall Private Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 1,686 shares — an estimated $220K sold.

Hall Private Wealth Advisors first reported a position in IBB in Q2 2021 and held it in 4 quarters. The position peaked at $361K in Q2 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

Hall Private Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
Hall Private Wealth Advisors sold 1,686 iShares Biotechnology ETF shares in Q2 2022, an estimated $220K.
Hall Private Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2021 and held it in 4 quarters.
Hall Private Wealth Advisors's iShares Biotechnology ETF position peaked at $361K in Q2 2021.
858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.