Kings Point Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Kings Point Capital Management’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 Q1	$182K	Sell	1,398 -201	-13%	-$26.2K	0.02%	211
2021 Q4	$244K	Hold	1,599	–	–	0.02%	206
2021 Q3	$259K	Buy	1,599 +200	+14%	+$33.7K	0.02%	186
2021 Q2	$229K	Hold	1,399	–	–	0.02%	202
2021 Q1	$211K	Buy	1,399 +201	+17%	+$31.9K	0.02%	203
2020 Q4	$181K	Hold	1,198	–	–	0.02%	193
2020 Q3	$162K	Hold	1,198	–	–	0.02%	191
2020 Q2	$164K	Hold	1,198	–	–	0.02%	174
2020 Q1	$129K	Buy	1,198 +798	+200%	+$91.9K	0.02%	189
2019 Q4	$48K	Buy	+400	New	+$44.6K	0.01%	319

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Kings Point Capital Management's IBB Position: Q1 2022 in Review

Kings Point Capital Management reduced its iShares Biotechnology ETF (IBB) stake by 13% in Q1 2022, selling an estimated $26.2K and leaving 1,398 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #211.

Kings Point Capital Management first reported a position in IBB in Q4 2019 and has held it in 10 quarters since. The position peaked at $259K in Q3 2021. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Kings Point Capital Management held 1,398 shares of iShares Biotechnology ETF worth $182K as of Q1 2022.
Kings Point Capital Management sold 201 iShares Biotechnology ETF shares in Q1 2022, an estimated $26.2K.
iShares Biotechnology ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #211 holding.
Kings Point Capital Management first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 10 quarters since.
Kings Point Capital Management's iShares Biotechnology ETF position peaked at $259K in Q3 2021.
897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.