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Texas Capital Bank Wealth Management Services’s iShares Biotechnology ETF IBB Stock Holding History

Texas Capital Bank Wealth Management Services’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
2023
Q2 		– Sell
-2,430
Closed -$314K – 235
2023
Q1 		$314K Buy
+2,430
New +$318K 0.04% 142

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Citigroup
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's IBB Position: Q2 2023 in Review

Texas Capital Bank Wealth Management Services sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 2,430 shares — an estimated $314K sold.

Texas Capital Bank Wealth Management Services first reported a position in IBB in Q1 2023 and held it in 1 quarter. The position peaked at $314K in Q1 2023. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

  • Texas Capital Bank Wealth Management Services reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 2,430 iShares Biotechnology ETF shares in Q2 2023, an estimated $314K.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Biotechnology ETF in Q1 2023 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's iShares Biotechnology ETF position peaked at $314K in Q1 2023.
  • 843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2023, filed 9 Aug 2023.