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Wambolt & Associates’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Wambolt & Associates’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
2023
Q4 		– Sell
-4,398
Closed -$200K – 237
2023
Q3 		$200K Sell
4,398
-93
-2% -$4.26K 0.07% 236
2023
Q2 		$204K Buy
+4,491
New +$190K 0.07% 238
2022
Q2 		– Sell
-4,465
Closed -$237K – 237
2022
Q1 		$237K Buy
4,465
+185
+4% +$9.05K 0.09% 222
2021
Q4 		$226K Sell
4,280
-134
-3% -$7.04K 0.08% 227
2021
Q3 		$218K Buy
+4,414
New +$218K 0.09% 229

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wambolt & Associates's CIBR Position: Q4 2023 in Review

Wambolt & Associates sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2023, closing a stake of 4,398 shares — an estimated $200K sold.

Wambolt & Associates first reported a position in CIBR in Q3 2021 and held it in 5 quarters. The position peaked at $237K in Q1 2022. 485 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

  • Wambolt & Associates reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
  • Wambolt & Associates sold 4,398 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $200K.
  • Wambolt & Associates first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2021 and held it in 5 quarters.
  • Wambolt & Associates's First Trust NASDAQ Cybersecurity ETF position peaked at $237K in Q1 2022.
  • 485 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Wambolt & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.