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Paces Ferry Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-1,173
Closed -$159K – 581
2020
Q3 		$159K Buy
+1,173
New +$159K 0.14% 117

Other funds holding IBB

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Paces Ferry Wealth Advisors's IBB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2020, closing a stake of 1,173 shares — an estimated $159K sold.

Paces Ferry Wealth Advisors first reported a position in IBB in Q3 2020 and held it in 1 quarter. The position peaked at $159K in Q3 2020. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 1,173 iShares Biotechnology ETF shares in Q4 2020, an estimated $159K.
  • Paces Ferry Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares Biotechnology ETF position peaked at $159K in Q3 2020.
  • 856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.