LGWM
CIBR icon

Litman Gregory Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Litman Gregory 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
2021
Q1 		– Sell
-382
Closed -$17K – 191
2020
Q4 		$17K Buy
+382
New +$14.6K ﹤0.01% 139

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Litman Gregory Wealth Management's CIBR Position: Q1 2021 in Review

Litman Gregory Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2021, closing a stake of 382 shares — an estimated $17K sold.

Litman Gregory Wealth Management first reported a position in CIBR in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 259 funds tracked by Wall St. Rank hold CIBR as of Q1 2021.

  • Litman Gregory Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 382 First Trust NASDAQ Cybersecurity ETF shares in Q1 2021, an estimated $17K.
  • Litman Gregory Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $17K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.