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Valley Wealth Managers’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Valley Wealth Managers’s Portfolio CIBR Stock Details CIBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$451 – 389
2024
Q1 		$451 Hold
8
– – ﹤0.01% 292
2023
Q4 		$431 Hold
8
– – ﹤0.01% 310
2023
Q3 		$363 Hold
8
– – ﹤0.01% 344
2023
Q2 		$363 Hold
8
– – ﹤0.01% 317
2023
Q1 		$342 Hold
8
– – ﹤0.01% 334
2022
Q4 		$310 Hold
8
– – ﹤0.01% 345
2022
Q3 		$0 Hold
8
– – ﹤0.01% 444
2022
Q2 		$0 Buy
+8
New +$358 ﹤0.01% 433

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valley Wealth Managers's CIBR Position: Q2 2024 in Review

Valley Wealth Managers sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2024, closing a stake of 8 shares — an estimated $451 sold.

Valley Wealth Managers first reported a position in CIBR in Q2 2022 and held it in 8 quarters. The position peaked at $451 in Q1 2024. 529 funds tracked by Wall St. Rank hold CIBR as of Q2 2024.

  • Valley Wealth Managers reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 8 First Trust NASDAQ Cybersecurity ETF shares in Q2 2024, an estimated $451.
  • Valley Wealth Managers first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2022 and held it in 8 quarters.
  • Valley Wealth Managers's First Trust NASDAQ Cybersecurity ETF position peaked at $451 in Q1 2024.
  • 529 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.