Pinnacle Wealth Management Advisory Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q2	–	Sell	-4,025	Closed	-$362K	–	306
2022 Q1	$362K	Buy	4,025 +25	+0.6%	+$2.31K	0.05%	210
2021 Q4	$448K	Hold	4,000	–	–	0.07%	185
2021 Q3	$503K	Hold	4,000	–	–	0.12%	146
2021 Q2	$542K	Hold	4,000	–	–	0.13%	140
2021 Q1	$543K	Sell	4,000 -15	-0.4%	-$2.25K	0.15%	118
2020 Q4	$565K	Buy	4,015 +15	+0.4%	+$1.92K	0.17%	109
2020 Q3	$446K	Hold	4,000	–	–	0.16%	117
2020 Q2	$448K	Buy	+4,000	New	+$394K	0.17%	112
2018 Q4	–	Sell	-5,209	Closed	-$499K	–	179
2018 Q3	$499K	Buy	+5,209	New	+$505K	0.25%	100

Other funds holding XBI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return