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Pathstone Family Office’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Pathstone Family Office’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
2022
Q1 		– Sell
-18,871
Closed -$1.27M – 971
2021
Q4 		$1.27M Buy
+18,871
New +$1.26M 0.03% 279

Other funds holding BBCA

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AssetMark Inc
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Family Office's BBCA Position: Q1 2022 in Review

Pathstone Family Office sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2022, closing a stake of 18,871 shares — an estimated $1.27M sold.

Pathstone Family Office first reported a position in BBCA in Q4 2021 and held it in 1 quarter. The position peaked at $1.27M in Q4 2021. 113 funds tracked by Wall St. Rank hold BBCA as of Q1 2022.

  • Pathstone Family Office reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2022 after selling out during the quarter.
  • Pathstone Family Office sold 18,871 JPMorgan BetaBuilders Canada ETF shares in Q1 2022, an estimated $1.27M.
  • Pathstone Family Office first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and held it in 1 quarter.
  • Pathstone Family Office's JPMorgan BetaBuilders Canada ETF position peaked at $1.27M in Q4 2021.
  • 113 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2022.

Based on Pathstone Family Office's 13F filing for Q1 2022, filed 16 May 2022.