HCR Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

HCR Wealth Advisors’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,462	Closed	-$333K	–	205
2021 Q2	$333K	Buy	2,462 +79	+3%	+$10.4K	0.06%	152
2021 Q1	$323K	Sell	2,383 -464	-16%	-$69.5K	0.06%	151
2020 Q4	$401K	Hold	2,847	–	–	0.08%	134
2020 Q3	$321K	Buy	+2,847	New	+$319K	0.07%	130

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

HCR Wealth Advisors's XBI Position: Q3 2021 in Review

HCR Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2021, closing a stake of 2,462 shares — an estimated $333K sold.

HCR Wealth Advisors first reported a position in XBI in Q3 2020 and held it in 4 quarters. The position peaked at $401K in Q4 2020. 635 funds tracked by Wall St. Rank hold XBI as of Q3 2021.

HCR Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2021 after selling out during the quarter.
HCR Wealth Advisors sold 2,462 State Street SPDR S&P Biotech ETF shares in Q3 2021, an estimated $333K.
HCR Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and held it in 4 quarters.
HCR Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $401K in Q4 2020.
635 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2021.

Based on HCR Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.