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

Lenox Wealth 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
2020 Q2	$5K	Buy	+40	New	+$5.1K	﹤0.01%	531

Other funds holding IBB

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

Lenox Wealth Management's IBB Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in iShares Biotechnology ETF (IBB) in Q2 2020: 40 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings.

766 funds tracked by Wall St. Rank hold IBB as of Q2 2020.

Lenox Wealth Management held 40 shares of iShares Biotechnology ETF worth $5K as of Q2 2020.
iShares Biotechnology ETF was a new Lenox Wealth Management position in Q2 2020.
iShares Biotechnology ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #531 holding.
766 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.