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 $1.56T AUM 27.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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.