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Avidian Wealth Enterprises’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Avidian Wealth Enterprises’s Portfolio BBEU Stock Details BBEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,122
Closed -$313K – 215
2019
Q4 		$313K Buy
+6,122
New +$300K 0.04% 172

Other funds holding BBEU

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avidian Wealth Enterprises's BBEU Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q1 2020, closing a stake of 6,122 shares — an estimated $313K sold.

Avidian Wealth Enterprises first reported a position in BBEU in Q4 2019 and held it in 1 quarter. The position peaked at $313K in Q4 2019. 45 funds tracked by Wall St. Rank hold BBEU as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,122 JPMorgan BetaBuilders Europe ETF shares in Q1 2020, an estimated $313K.
  • Avidian Wealth Enterprises first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's JPMorgan BetaBuilders Europe ETF position peaked at $313K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.