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Strategic Wealth Management Group’s iBio IBIO Stock Holding History

Strategic Wealth Management Group’s Portfolio IBIO Stock Details IBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-86
Closed -$88K – 129
2020
Q3 		$88K Buy
+86
New +$125K 0.04% 118

Other funds holding IBIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strategic Wealth Management Group's IBIO Position: Q4 2020 in Review

Strategic Wealth Management Group sold out of iBio (IBIO) in Q4 2020, closing a stake of 86 shares — an estimated $88K sold.

Strategic Wealth Management Group first reported a position in IBIO in Q3 2020 and held it in 1 quarter. The position peaked at $88K in Q3 2020. 89 funds tracked by Wall St. Rank hold IBIO as of Q4 2020.

  • Strategic Wealth Management Group reported no remaining iBio position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 86 iBio shares in Q4 2020, an estimated $88K.
  • Strategic Wealth Management Group first reported a position in iBio in Q3 2020 and held it in 1 quarter.
  • Strategic Wealth Management Group's iBio position peaked at $88K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held iBio as of Q4 2020.

Based on Strategic Wealth Management Group's 13F filing for Q4 2020, filed 21 Jan 2021.