PCG Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

PCG Wealth Advisors’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,404	Closed	-$327K	–	138
2022 Q2	$327K	Buy	+4,404	New	+$331K	0.23%	67

Other funds holding XBI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

PCG Wealth Advisors's XBI Position: Q3 2022 in Review

PCG Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2022, closing a stake of 4,404 shares — an estimated $327K sold.

PCG Wealth Advisors first reported a position in XBI in Q2 2022 and held it in 1 quarter. The position peaked at $327K in Q2 2022. 703 funds tracked by Wall St. Rank hold XBI as of Q3 2022.

PCG Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2022 after selling out during the quarter.
PCG Wealth Advisors sold 4,404 State Street SPDR S&P Biotech ETF shares in Q3 2022, an estimated $327K.
PCG Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and held it in 1 quarter.
PCG Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $327K in Q2 2022.
703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2022.

Based on PCG Wealth Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.