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NewSquare Capital’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

NewSquare Capital’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
2023
Q4 		– Sell
-355
Closed -$20.6K – 506
2023
Q3 		$20.6K Buy
+355
New +$21.5K ﹤0.01% 244

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

NewSquare Capital's BBCA Position: Q4 2023 in Review

NewSquare Capital sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 355 shares — an estimated $20.6K sold.

NewSquare Capital first reported a position in BBCA in Q3 2023 and held it in 1 quarter. The position peaked at $20.6K in Q3 2023. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

  • NewSquare Capital reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
  • NewSquare Capital sold 355 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $20.6K.
  • NewSquare Capital first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and held it in 1 quarter.
  • NewSquare Capital's JPMorgan BetaBuilders Canada ETF position peaked at $20.6K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on NewSquare Capital's 13F filing for Q4 2023, filed 1 Feb 2024.