SWM
IBIO icon

Sugarloaf Wealth Management’s iBio IBIO Stock Holding History

Sugarloaf Wealth Management’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
2021
Q1 		– Sell
-7
Closed -$4K – 765
2020
Q4 		$4K Buy
7
+3
+75% +$2.44K ﹤0.01% 572
2020
Q3 		$4K Buy
+4
New +$5.8K ﹤0.01% 542

Other funds holding IBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sugarloaf Wealth Management's IBIO Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of iBio (IBIO) in Q1 2021, closing a stake of 7 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in IBIO in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 91 funds tracked by Wall St. Rank hold IBIO as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining iBio position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 7 iBio shares in Q1 2021, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in iBio in Q3 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's iBio position peaked at $4K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held iBio as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.