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Hamilton Point Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Hamilton Point Investment 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
2023
Q3 		– Sell
-814
Closed -$103K – 139
2023
Q2 		$103K Hold
814
– – 0.02% 127
2023
Q1 		$105K Buy
+814
New +$107K 0.03% 124

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Hamilton Point Investment Advisors's IBB Position: Q3 2023 in Review

Hamilton Point Investment Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 814 shares — an estimated $103K sold.

Hamilton Point Investment Advisors first reported a position in IBB in Q1 2023 and held it in 2 quarters. The position peaked at $105K in Q1 2023. 832 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

  • Hamilton Point Investment Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 814 iShares Biotechnology ETF shares in Q3 2023, an estimated $103K.
  • Hamilton Point Investment Advisors first reported a position in iShares Biotechnology ETF in Q1 2023 and held it in 2 quarters.
  • Hamilton Point Investment Advisors's iShares Biotechnology ETF position peaked at $105K in Q1 2023.
  • 832 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.