Cedar Brook Financial Partners’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Cedar Brook Financial Partners’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
2023 Q3	–	Sell	-7,528	Closed	-$413K	–	385
2023 Q2	$413K	Sell	7,528 -1,487	-16%	-$81.6K	0.1%	211
2023 Q1	$486K	Buy	9,015 +1,711	+23%	+$90.4K	0.12%	187
2022 Q4	$362K	Sell	7,304 -436	-6%	-$20.6K	0.1%	225
2022 Q3	$327K	Buy	7,740 +667	+9%	+$31.5K	0.11%	225
2022 Q2	$334K	Buy	7,073 +1,581	+29%	+$81.4K	0.1%	221
2022 Q1	$305K	Buy	5,492 +599	+12%	+$33.9K	0.08%	279
2021 Q4	$292K	Buy	4,893 +296	+6%	+$17.7K	0.07%	287
2021 Q3	$271K	Sell	4,597 -35	-0.8%	-$2.12K	0.08%	265
2021 Q2	$277K	Sell	4,632 -37	-0.8%	-$2.23K	0.08%	289
2021 Q1	$268K	Sell	4,669 -359	-7%	-$20.5K	0.09%	248
2020 Q4	$278K	Sell	5,028 -1,037	-17%	-$53.6K	0.1%	231
2020 Q3	$292K	Buy	+6,065	New	+$294K	0.11%	205

Other funds holding BBIN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Cedar Brook Financial Partners's BBIN Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2023, closing a stake of 7,528 shares — an estimated $413K sold.

Cedar Brook Financial Partners first reported a position in BBIN in Q3 2020 and held it in 12 quarters. The position peaked at $486K in Q1 2023. 70 funds tracked by Wall St. Rank hold BBIN as of Q3 2023.

Cedar Brook Financial Partners reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,528 JPMorgan BetaBuilders International Equity ETF shares in Q3 2023, an estimated $413K.
Cedar Brook Financial Partners first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2020 and held it in 12 quarters.
Cedar Brook Financial Partners's JPMorgan BetaBuilders International Equity ETF position peaked at $486K in Q1 2023.
70 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.