AWM
BBEU icon

Avior Wealth Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-650
Closed -$38.6K – 2410
2024
Q1 		$38.6K Buy
+650
New +$37.1K ﹤0.01% 1333
2019
Q3 		– Sell
-246
Closed -$12K – 778
2019
Q2 		$12K Buy
+246
New +$11.8K ﹤0.01% 573

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's BBEU Position: Q2 2024 in Review

Avior Wealth Management sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q2 2024, closing a stake of 650 shares — an estimated $38.6K sold.

Avior Wealth Management first reported a position in BBEU in Q2 2019 and held it in 2 quarters. The position peaked at $38.6K in Q1 2024. 126 funds tracked by Wall St. Rank hold BBEU as of Q2 2024.

  • Avior Wealth Management reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 650 JPMorgan BetaBuilders Europe ETF shares in Q2 2024, an estimated $38.6K.
  • Avior Wealth Management first reported a position in JPMorgan BetaBuilders Europe ETF in Q2 2019 and held it in 2 quarters.
  • Avior Wealth Management's JPMorgan BetaBuilders Europe ETF position peaked at $38.6K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.