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Gerber Kawasaki Wealth & Investment Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-2
Closed -$2K – 354
2021
Q3 		$2K Buy
+2
New +$119 ﹤0.01% 874

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Bank of America
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Envestnet Asset Management
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NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 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

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

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

Gerber Kawasaki Wealth & Investment Management first reported a position in BBEU in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 117 funds tracked by Wall St. Rank hold BBEU as of Q4 2021.

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

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