Baystate Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Baystate Wealth Management’s Portfolio BBCA Stock Details BBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-106	Closed	-$6.33K	–	1051
2023 Q1	$6.33K	Buy	106 +1	+1%	+$60	﹤0.01%	645
2022 Q4	$6K	Buy	+105	New	+$6.06K	﹤0.01%	657

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Baystate Wealth Management's BBCA Position: Q2 2023 in Review

Baystate Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2023, closing a stake of 106 shares — an estimated $6.33K sold.

Baystate Wealth Management first reported a position in BBCA in Q4 2022 and held it in 2 quarters. The position peaked at $6.33K in Q1 2023. 144 funds tracked by Wall St. Rank hold BBCA as of Q2 2023.

Baystate Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 106 JPMorgan BetaBuilders Canada ETF shares in Q2 2023, an estimated $6.33K.
Baystate Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2022 and held it in 2 quarters.
Baystate Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $6.33K in Q1 2023.
144 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.