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Evolution Wealth Advisors’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Evolution Wealth Advisors’s Portfolio BBAX Stock Details BBAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-430
Closed -$23K – 193
2021
Q3 		$23K Buy
+430
New +$24.7K ﹤0.01% 297
2020
Q2 		– Sell
-5,220
Closed -$196K – 533
2020
Q1 		$196K Buy
5,220
+930
+22% +$44K 0.08% 62
2019
Q4 		$222K Buy
+4,290
New +$217K 0.06% 74

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Advisors's BBAX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2021, closing a stake of 430 shares — an estimated $23K sold.

Evolution Wealth Advisors first reported a position in BBAX in Q4 2019 and held it in 3 quarters. The position peaked at $222K in Q4 2019. 81 funds tracked by Wall St. Rank hold BBAX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 430 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2021, an estimated $23K.
  • Evolution Wealth Advisors first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $222K in Q4 2019.
  • 81 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.