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Atria Investments’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Atria Investments’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,561
Closed -$746K – 548
2020
Q1 		$746K Sell
11,561
-6,838
-37% -$568K 0.06% 275
2019
Q4 		$1.63M Buy
+18,399
New +$1.65M 0.04% 378

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's BBRE Position: Q2 2020 in Review

Atria Investments sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2020, closing a stake of 11,561 shares — an estimated $746K sold.

Atria Investments first reported a position in BBRE in Q4 2019 and held it in 2 quarters. The position peaked at $1.63M in Q4 2019. 32 funds tracked by Wall St. Rank hold BBRE as of Q2 2020.

  • Atria Investments reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 11,561 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2020, an estimated $746K.
  • Atria Investments first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2019 and held it in 2 quarters.
  • Atria Investments's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.63M in Q4 2019.
  • 32 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.