Patriot Financial Group Insurance Agency’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-160	Closed	-$8K	–	536
2022 Q2	$8K	Hold	160	–	–	﹤0.01%	1319
2022 Q1	$9K	Hold	160	–	–	﹤0.01%	1387
2021 Q4	$10K	Buy	160 +81	+103%	+$4.84K	﹤0.01%	1480
2021 Q3	$5K	Hold	79	–	–	﹤0.01%	1676
2021 Q2	$5K	Hold	79	–	–	﹤0.01%	1629
2021 Q1	$5K	Hold	79	–	–	﹤0.01%	1532
2020 Q4	$4K	Buy	+79	New	+$4.09K	﹤0.01%	1464

Other funds holding BBIN

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BBIN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2022, closing a stake of 160 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in BBIN in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 35 funds tracked by Wall St. Rank hold BBIN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 160 JPMorgan BetaBuilders International Equity ETF shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's JPMorgan BetaBuilders International Equity ETF position peaked at $10K in Q4 2021.
35 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.