Riverpoint Wealth Management Holdings’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Riverpoint Wealth Management Holdings’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
2021 Q3	–	Sell	-6,266	Closed	-$600K	–	62
2021 Q2	$600K	Buy	6,266 +1,411	+29%	+$131K	0.17%	51
2021 Q1	$417K	Buy	+4,855	New	+$399K	0.13%	60

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Riverpoint Wealth Management Holdings's BBRE Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2021, closing a stake of 6,266 shares — an estimated $600K sold.

Riverpoint Wealth Management Holdings first reported a position in BBRE in Q1 2021 and held it in 2 quarters. The position peaked at $600K in Q2 2021. 37 funds tracked by Wall St. Rank hold BBRE as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 6,266 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2021, an estimated $600K.
Riverpoint Wealth Management Holdings first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2021 and held it in 2 quarters.
Riverpoint Wealth Management Holdings's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $600K in Q2 2021.
37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.