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Bedel Financial Consulting’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Bedel Financial Consulting’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
2021
Q2 		– Sell
-58
Closed -$5K – 971
2021
Q1 		$5K Buy
+58
New +$4.77K ﹤0.01% 734

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APCM
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GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bedel Financial Consulting's BBRE Position: Q2 2021 in Review

Bedel Financial Consulting sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2021, closing a stake of 58 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in BBRE in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 37 funds tracked by Wall St. Rank hold BBRE as of Q2 2021.

  • Bedel Financial Consulting reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 58 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2021, an estimated $5K.
  • Bedel Financial Consulting first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $5K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2021.

Based on Bedel Financial Consulting's 13F filing for Q2 2021, filed 3 Aug 2021.