EverSource Wealth Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

EverSource Wealth Advisors’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
2022 Q4	–	Sell	-81	Closed	-$6K	–	2314
2022 Q3	$6K	Hold	81	–	–	﹤0.01%	1275
2022 Q2	$7K	Hold	81	–	–	﹤0.01%	1140
2022 Q1	$9K	Hold	81	–	–	﹤0.01%	998
2021 Q4	$9K	Buy	+81	New	+$8.46K	﹤0.01%	989

Other funds holding BBRE

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

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's BBRE Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2022, closing a stake of 81 shares — an estimated $6K sold.

EverSource Wealth Advisors first reported a position in BBRE in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 39 funds tracked by Wall St. Rank hold BBRE as of Q4 2022.

EverSource Wealth Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 81 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2022, an estimated $6K.
EverSource Wealth Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2021 and held it in 4 quarters.
EverSource Wealth Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $9K in Q1 2022.
39 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.