Lehman & Derafelo Financial Resources’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Lehman & Derafelo Financial Resources’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	-110	Closed	-$7K	–	115
2021 Q3	$7K	Buy	+110	New	+$7.09K	﹤0.01%	178
2021 Q2	–	Sell	-111	Closed	-$7K	–	223
2021 Q1	$7K	Hold	111	–	–	﹤0.01%	203
2020 Q4	$6K	Hold	111	–	–	﹤0.01%	208
2020 Q3	$5K	Hold	111	–	–	﹤0.01%	249
2020 Q2	$5K	Hold	111	–	–	﹤0.01%	232
2020 Q1	$4K	Buy	+111	New	+$5.3K	﹤0.01%	179

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BBCA Position: Q4 2021 in Review

Lehman & Derafelo Financial Resources sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2021, closing a stake of 110 shares — an estimated $7K sold.

Lehman & Derafelo Financial Resources first reported a position in BBCA in Q1 2020 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 125 funds tracked by Wall St. Rank hold BBCA as of Q4 2021.

Lehman & Derafelo Financial Resources reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 110 JPMorgan BetaBuilders Canada ETF shares in Q4 2021, an estimated $7K.
Lehman & Derafelo Financial Resources first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2020 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's JPMorgan BetaBuilders Canada ETF position peaked at $7K in Q3 2021.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2021, filed 11 Feb 2022.