Sequoia Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Sequoia Wealth Management’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$396K	Sell	2,662 -2,863	-52%	-$393K	3.07%	12
2019 Q3	$691K	Buy	5,525 +2,212	+67%	+$294K	1.41%	21
2019 Q2	$458K	Buy	3,313 +225	+7%	+$31.1K	0.43%	33
2019 Q1	$466K	Buy	3,088 +471	+18%	+$67.8K	0.38%	48
2018 Q4	$325K	Buy	+2,617	New	+$358K	0.32%	46

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sequoia Wealth Management's FBT Position: Q4 2019 in Review

Sequoia Wealth Management reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 52% in Q4 2019, selling an estimated $393K and leaving 2,662 shares worth $396K. The position accounts for 3.07% of the portfolio, ranked #12.

Sequoia Wealth Management first reported a position in FBT in Q4 2018 and has held it in 5 quarters since. The position peaked at $691K in Q3 2019. 210 funds tracked by Wall St. Rank hold FBT as of Q4 2019.

Sequoia Wealth Management held 2,662 shares of First Trust NYSE Arca Biotechnology Index Fund worth $396K as of Q4 2019.
Sequoia Wealth Management sold 2,863 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2019, an estimated $393K.
First Trust NYSE Arca Biotechnology Index Fund made up 3.07% of Sequoia Wealth Management's portfolio in Q4 2019, its #12 holding.
Sequoia Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 5 quarters since.
Sequoia Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $691K in Q3 2019.
210 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.