GoalVest Advisory’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

GoalVest Advisory’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-109	Closed	-$5.68K	–	379
2023 Q3	$5.68K	Buy	+109	New	+$5.92K	﹤0.01%	337

Other funds holding BBIN

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GoalVest Advisory's BBIN Position: Q4 2023 in Review

GoalVest Advisory sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q4 2023, closing a stake of 109 shares — an estimated $5.68K sold.

GoalVest Advisory first reported a position in BBIN in Q3 2023 and held it in 1 quarter. The position peaked at $5.68K in Q3 2023. 84 funds tracked by Wall St. Rank hold BBIN as of Q4 2023.

GoalVest Advisory reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 109 JPMorgan BetaBuilders International Equity ETF shares in Q4 2023, an estimated $5.68K.
GoalVest Advisory first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2023 and held it in 1 quarter.
GoalVest Advisory's JPMorgan BetaBuilders International Equity ETF position peaked at $5.68K in Q3 2023.
84 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.