Laird Norton Wetherby Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CIBR Stock Details CIBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,699	Closed	-$213K	–	932
2023 Q3	$213K	Hold	4,699	–	–	0.01%	801
2023 Q2	$213K	Hold	4,699	–	–	0.01%	827
2023 Q1	$201K	Buy	+4,699	New	+$191K	0.01%	828
2022 Q2	–	Sell	-4,849	Closed	-$257K	–	925
2022 Q1	$257K	Sell	4,849 -710	-13%	-$34.7K	0.01%	764
2021 Q4	$294K	Buy	+5,559	New	+$292K	0.02%	723

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CIBR Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2023, closing a stake of 4,699 shares — an estimated $213K sold.

Laird Norton Wetherby Wealth Management first reported a position in CIBR in Q4 2021 and held it in 5 quarters. The position peaked at $294K in Q4 2021. 485 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,699 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $213K.
Laird Norton Wetherby Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $294K in Q4 2021.
485 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.