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

Meridian 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 Q4	–	Sell	-2,070	Closed	-$242K	–	193
2022 Q3	$242K	Hold	2,070	–	–	0.07%	164
2022 Q2	$243K	Sell	2,070 -130	-6%	-$15.4K	0.06%	173
2022 Q1	$287K	Hold	2,200	–	–	0.07%	176
2021 Q4	$336K	Hold	2,200	–	–	0.08%	152
2021 Q3	$356K	Sell	2,200 -30	-1%	-$5.05K	0.1%	143
2021 Q2	$365K	Buy	2,230 +105	+5%	+$16.2K	0.1%	143
2021 Q1	$320K	Hold	2,125	–	–	0.11%	139
2020 Q4	$322K	Hold	2,125	–	–	0.12%	132
2020 Q3	$288K	Sell	2,125 -220	-9%	-$29.8K	0.12%	130
2020 Q2	$321K	Hold	2,345	–	–	0.15%	120
2020 Q1	$253K	Hold	2,345	–	–	0.14%	117
2019 Q4	$283K	Hold	2,345	–	–	0.11%	130
2019 Q3	$233K	Sell	2,345 -2,040	-47%	-$214K	0.1%	136
2019 Q2	$478K	Sell	4,385 -100	-2%	-$10.6K	0.33%	70
2019 Q1	$501K	Sell	4,485 -45	-1%	-$4.94K	0.37%	57
2018 Q4	$437K	Buy	+4,530	New	+$481K	0.34%	59

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Meridian Wealth Advisors's IBB Position: Q4 2022 in Review

Meridian Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2022, closing a stake of 2,070 shares — an estimated $242K sold.

Meridian Wealth Advisors first reported a position in IBB in Q4 2018 and held it in 16 quarters. The position peaked at $501K in Q1 2019. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Meridian Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 2,070 iShares Biotechnology ETF shares in Q4 2022, an estimated $242K.
Meridian Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 16 quarters.
Meridian Wealth Advisors's iShares Biotechnology ETF position peaked at $501K in Q1 2019.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Meridian Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.