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Sargent Bickham Lagudis’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Sargent Bickham Lagudis’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$3K – 1088
2022
Q3 		$3K Hold
100
– – ﹤0.01% 854
2022
Q2 		$3K Buy
+100
New +$2.85K ﹤0.01% 881

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sargent Bickham Lagudis's SBIO Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in SBIO in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 48 funds tracked by Wall St. Rank hold SBIO as of Q4 2022.

  • Sargent Bickham Lagudis reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 100 ALPS Medical Breakthroughs ETF shares in Q4 2022, an estimated $3K.
  • Sargent Bickham Lagudis first reported a position in ALPS Medical Breakthroughs ETF in Q2 2022 and held it in 2 quarters.
  • Sargent Bickham Lagudis's ALPS Medical Breakthroughs ETF position peaked at $3K in Q3 2022.
  • 48 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.