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Money Concepts Capital’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Money Concepts Capital’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$82 – 676
2022
Q4 		$82 Buy
+1
New +$82 ﹤0.01% 3165

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Money Concepts Capital's BBRE Position: Q1 2023 in Review

Money Concepts Capital sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2023, closing a stake of 1 share — an estimated $82 sold.

Money Concepts Capital first reported a position in BBRE in Q4 2022 and held it in 1 quarter. The position peaked at $82 in Q4 2022. 34 funds tracked by Wall St. Rank hold BBRE as of Q1 2023.

  • Money Concepts Capital reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1 JPMorgan BetaBuilders MSCI US REIT ETF share in Q1 2023, an estimated $82.
  • Money Concepts Capital first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $82 in Q4 2022.
  • 34 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.