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Oak Root LLC’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Oak Root LLC’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
2024
Q1 		– Sell
-27,441
Closed -$1.48M – 16
2023
Q4 		$1.48M Buy
+27,441
New +$1.33M 0.22% 15

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oak Root LLC's CIBR Position: Q1 2024 in Review

Oak Root LLC sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2024, closing a stake of 27,441 shares — an estimated $1.48M sold.

Oak Root LLC first reported a position in CIBR in Q4 2023 and held it in 1 quarter. The position peaked at $1.48M in Q4 2023. 516 funds tracked by Wall St. Rank hold CIBR as of Q1 2024.

  • Oak Root LLC reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2024 after selling out during the quarter.
  • Oak Root LLC sold 27,441 First Trust NASDAQ Cybersecurity ETF shares in Q1 2024, an estimated $1.48M.
  • Oak Root LLC first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2023 and held it in 1 quarter.
  • Oak Root LLC's First Trust NASDAQ Cybersecurity ETF position peaked at $1.48M in Q4 2023.
  • 516 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2024.

Based on Oak Root LLC's 13F filing for Q1 2024, filed 10 Jul 2024.