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D.L. Carlson Investment Group’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

D.L. Carlson Investment Group’s Portfolio BBEU Stock Details BBEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,027
Closed -$344K – 146
2021
Q3 		$344K Buy
+6,027
New +$359K 0.06% 115

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

D.L. Carlson Investment Group's BBEU Position: Q4 2021 in Review

D.L. Carlson Investment Group sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q4 2021, closing a stake of 6,027 shares — an estimated $344K sold.

D.L. Carlson Investment Group first reported a position in BBEU in Q3 2021 and held it in 1 quarter. The position peaked at $344K in Q3 2021. 117 funds tracked by Wall St. Rank hold BBEU as of Q4 2021.

  • D.L. Carlson Investment Group reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q4 2021 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 6,027 JPMorgan BetaBuilders Europe ETF shares in Q4 2021, an estimated $344K.
  • D.L. Carlson Investment Group first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2021 and held it in 1 quarter.
  • D.L. Carlson Investment Group's JPMorgan BetaBuilders Europe ETF position peaked at $344K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q4 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2021, filed 14 Feb 2022.