Lenox Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Lenox 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 Q1	$2K	Sell	12 -35	-74%	-$4.56K	﹤0.01%	646
2021 Q4	$7K	Buy	47 +35	+292%	+$5.42K	﹤0.01%	555
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	632
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	643
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	609
2020 Q4	$2K	Sell	12 -48	-80%	-$6.86K	﹤0.01%	576
2020 Q3	$8K	Buy	60 +48	+400%	+$6.51K	﹤0.01%	395
2020 Q2	$2K	Hold	12	–	–	﹤0.01%	518
2020 Q1	$1K	Sell	12 -24	-67%	-$2.76K	﹤0.01%	693
2019 Q4	$4K	Buy	36 +24	+200%	+$2.68K	﹤0.01%	510
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	579
2019 Q2	$1K	Buy	12 +9	+300%	+$957	﹤0.01%	387
2019 Q1	$0	Hold	3	–	–	﹤0.01%	614
2018 Q4	$0	Hold	3	–	–	﹤0.01%	381
2018 Q3	$0	Hold	3	–	–	﹤0.01%	461
2018 Q2	$0	Buy	+3	New	+$321	﹤0.01%	593
2018 Q1	–	Sell	-672	Closed	-$72K	–	552
2017 Q4	$72K	Buy	+672	New	+$71.8K	0.02%	88
2016 Q4	–	Sell	-249	Closed	-$24K	–	142
2016 Q3	$24K	Hold	249	–	–	0.01%	127
2016 Q2	$21K	Sell	249 -369	-60%	-$33.1K	0.01%	130
2016 Q1	$54K	Buy	618 +369	+148%	+$33K	0.02%	86
2015 Q4	$28K	Buy	+249	New	+$27K	0.01%	118

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

Lenox Wealth Advisors's IBB Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 74% in Q1 2022, selling an estimated $4.56K and leaving 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Lenox Wealth Advisors first reported a position in IBB in Q4 2015 and has held it in 21 quarters since. The position peaked at $72K in Q4 2017. 898 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Lenox Wealth Advisors held 12 shares of iShares Biotechnology ETF worth $2K as of Q1 2022.
Lenox Wealth Advisors sold 35 iShares Biotechnology ETF shares in Q1 2022, an estimated $4.56K.
iShares Biotechnology ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #646 holding.
Lenox Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2015 and has held it in 21 quarters since.
Lenox Wealth Advisors's iShares Biotechnology ETF position peaked at $72K in Q4 2017.
898 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.