SVWA
IBB icon

Sound View Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Sound View Wealth Advisors’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$340K Sell
3,041
-325
-10% -$35.6K 0.11% 171
2018
Q4 		$325K Buy
+3,366
New +$357K 0.12% 163

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Sound View Wealth Advisors's IBB Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 9.7% in Q1 2019, selling an estimated $35.6K and leaving 3,041 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #171.

Sound View Wealth Advisors first reported a position in IBB in Q4 2018 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IBB as of Q1 2019.

  • Sound View Wealth Advisors held 3,041 shares of iShares Biotechnology ETF worth $340K as of Q1 2019.
  • Sound View Wealth Advisors sold 325 iShares Biotechnology ETF shares in Q1 2019, an estimated $35.6K.
  • iShares Biotechnology ETF made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #171 holding.
  • Sound View Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.