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Simon Quick Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Simon Quick Advisors’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
2020
Q2 		– Sell
-66
Closed -$2K – 493
2020
Q1 		$2K Buy
+66
New +$2.52K ﹤0.01% 425

Other funds holding SBIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Simon Quick Advisors's SBIO Position: Q2 2020 in Review

Simon Quick Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2020, closing a stake of 66 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in SBIO in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 53 funds tracked by Wall St. Rank hold SBIO as of Q2 2020.

  • Simon Quick Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 66 ALPS Medical Breakthroughs ETF shares in Q2 2020, an estimated $2K.
  • Simon Quick Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q1 2020 and held it in 1 quarter.
  • Simon Quick Advisors's ALPS Medical Breakthroughs ETF position peaked at $2K in Q1 2020.
  • 53 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.