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Bell Investment Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Bell Investment Advisors’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
2021
Q4 		– Sell
-46
Closed -$3K – 1774
2021
Q3 		$3K Buy
+46
New +$2.97K ﹤0.01% 880

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Investment Advisors's BBCA Position: Q4 2021 in Review

Bell Investment Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2021, closing a stake of 46 shares — an estimated $3K sold.

Bell Investment Advisors first reported a position in BBCA in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 125 funds tracked by Wall St. Rank hold BBCA as of Q4 2021.

  • Bell Investment Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2021 after selling out during the quarter.
  • Bell Investment Advisors sold 46 JPMorgan BetaBuilders Canada ETF shares in Q4 2021, an estimated $3K.
  • Bell Investment Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2021 and held it in 1 quarter.
  • Bell Investment Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $3K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.