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Kathleen S. Wright Associates’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Kathleen S. Wright Associates’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
2024
Q2 		– Sell
-18
Closed -$1.2K – 225
2024
Q1 		$1.2K Buy
18
+5
+38% +$322 ﹤0.01% 217
2023
Q4 		$834 Buy
+13
New +$771 ﹤0.01% 188

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Kathleen S. Wright Associates's BBCA Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2024, closing a stake of 18 shares — an estimated $1.2K sold.

Kathleen S. Wright Associates first reported a position in BBCA in Q4 2023 and held it in 2 quarters. The position peaked at $1.2K in Q1 2024. 176 funds tracked by Wall St. Rank hold BBCA as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 18 JPMorgan BetaBuilders Canada ETF shares in Q2 2024, an estimated $1.2K.
  • Kathleen S. Wright Associates first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and held it in 2 quarters.
  • Kathleen S. Wright Associates's JPMorgan BetaBuilders Canada ETF position peaked at $1.2K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.