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Baystate Wealth Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Baystate Wealth Management’s Portfolio BBIN Stock Details BBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-116
Closed -$5K – 885
2022
Q2 		$5K Buy
+116
New +$5.97K ﹤0.01% 659

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5L
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LPL Financial
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IA
Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baystate Wealth Management's BBIN Position: Q3 2022 in Review

Baystate Wealth Management sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2022, closing a stake of 116 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in BBIN in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 35 funds tracked by Wall St. Rank hold BBIN as of Q3 2022.

  • Baystate Wealth Management reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 116 JPMorgan BetaBuilders International Equity ETF shares in Q3 2022, an estimated $5K.
  • Baystate Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2022 and held it in 1 quarter.
  • Baystate Wealth Management's JPMorgan BetaBuilders International Equity ETF position peaked at $5K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.