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Gerber Kawasaki Wealth & Investment Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BBCA Stock Details BBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2
Closed -$2K – 353
2021
Q3 		$2K Buy
+2
New +$129 ﹤0.01% 873

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EPM
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RIG
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ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BBCA Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2021, closing a stake of 2 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BBCA in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 125 funds tracked by Wall St. Rank hold BBCA as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 JPMorgan BetaBuilders Canada ETF shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's JPMorgan BetaBuilders Canada ETF position peaked at $2K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.