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Evolution Wealth Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Evolution Wealth Advisors’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
-859
Closed -$49K – 196
2021
Q3 		$49K Buy
+859
New +$51.1K 0.01% 215
2020
Q1 		– Sell
-6,818
Closed -$349K – 338
2019
Q4 		$349K Buy
+6,818
New +$334K 0.09% 55

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

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

Evolution Wealth Advisors sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q4 2021, closing a stake of 859 shares — an estimated $49K sold.

Evolution Wealth Advisors first reported a position in BBEU in Q4 2019 and held it in 2 quarters. The position peaked at $349K in Q4 2019. 117 funds tracked by Wall St. Rank hold BBEU as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 859 JPMorgan BetaBuilders Europe ETF shares in Q4 2021, an estimated $49K.
  • Evolution Wealth Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's JPMorgan BetaBuilders Europe ETF position peaked at $349K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q4 2021.

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