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WIA
Wealthstreet Investment Advisors’s
ALPS Medical Breakthroughs ETF
SBIO
Stock Holding History
Wealthstreet Investment Advisors’s Portfolio
SBIO Stock Details
SBIO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-32,636
Closed
-$1.64M
–
275
2021
Q1
$1.64M
Sell
32,636
-550
-2%
-$30.5K
0.16%
129
2020
Q4
$1.7M
Buy
33,186
+200
+0.6%
+$9.52K
0.17%
127
2020
Q3
$1.36M
Buy
32,986
+350
+1%
+$14.4K
0.15%
132
2020
Q2
$1.36M
Buy
32,636
+400
+1%
+$15.8K
0.17%
123
2020
Q1
$1.02M
Buy
32,236
+1,750
+6%
+$66.9K
0.15%
125
2019
Q4
$1.29M
Hold
30,486
–
–
0.15%
131
2019
Q3
$1.06M
Buy
30,486
+875
+3%
+$30.8K
0.14%
133
2019
Q2
$1.07M
Buy
29,611
+250
+0.9%
+$8.62K
0.14%
141
2019
Q1
$1.06M
Buy
29,361
+1,150
+4%
+$38.4K
0.14%
138
2018
Q4
$873K
Buy
28,211
+4,201
+17%
+$139K
0.12%
149
2018
Q3
$945K
Buy
24,010
+5,600
+30%
+$212K
0.12%
160
2018
Q2
$686K
Buy
18,410
+9,810
+114%
+$356K
0.09%
199
2018
Q1
$294K
Buy
+8,600
New
+$301K
0.04%
285
Other funds holding SBIO
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
NAM
NTV Asset Management
Charleston, West Virginia
$910M AUM
27.02%
1-Year Est. Return
CCP
Cardan Capital Partners
Denver, Colorado
$893M AUM
22.82%
1-Year Est. Return
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
TRCT
Tower Research Capital (TRC)
New York
$3.85B AUM
32.11%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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