LGT Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

LGT Financial 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
2023 Q4	–	Sell	-13	Closed	-$1.59K	–	909
2023 Q3	$1.59K	Hold	13	–	–	﹤0.01%	855
2023 Q2	$1.65K	Buy	+13	New	+$1.69K	﹤0.01%	202
2023 Q1	–	Sell	-13	Closed	-$1.71K	–	125
2022 Q4	$1.71K	Buy	+13	New	+$1.68K	﹤0.01%	177

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

LGT Financial Advisors's IBB Position: Q4 2023 in Review

LGT Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 13 shares — an estimated $1.59K sold.

LGT Financial Advisors first reported a position in IBB in Q4 2022 and held it in 3 quarters. The position peaked at $1.71K in Q4 2022. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

LGT Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 13 iShares Biotechnology ETF shares in Q4 2023, an estimated $1.59K.
LGT Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 3 quarters.
LGT Financial Advisors's iShares Biotechnology ETF position peaked at $1.71K in Q4 2022.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.