Liberty Wealth Management’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Liberty Wealth Management’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-63	Closed	-$3K	–	253
2021 Q3	$3K	Buy	+63	New	+$3.63K	﹤0.01%	1006
2020 Q1	–	Sell	-150	Closed	-$8K	–	888
2019 Q4	$8K	Buy	150 +134	+838%	+$6.78K	0.01%	577
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	772
2019 Q2	$1K	Buy	+16	New	+$819	﹤0.01%	799

Other funds holding BBAX

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

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

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

Liberty Wealth Management's BBAX Position: Q4 2021 in Review

Liberty Wealth Management sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2021, closing a stake of 63 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in BBAX in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 81 funds tracked by Wall St. Rank hold BBAX as of Q4 2021.

Liberty Wealth Management reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 63 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2021, an estimated $3K.
Liberty Wealth Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q2 2019 and held it in 4 quarters.
Liberty Wealth Management's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $8K in Q4 2019.
81 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.