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Robertson Stephens Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Robertson Stephens Wealth Management’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
-5,092
Closed -$342K – 383
2021
Q4 		$342K Sell
5,092
-2,335
-31% -$156K 0.03% 302
2021
Q3 		$467K Buy
+7,427
New +$479K 0.05% 212

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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

Robertson Stephens Wealth Management's BBCA Position: Q1 2022 in Review

Robertson Stephens Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2022, closing a stake of 5,092 shares — an estimated $342K sold.

Robertson Stephens Wealth Management first reported a position in BBCA in Q3 2021 and held it in 2 quarters. The position peaked at $467K in Q3 2021. 113 funds tracked by Wall St. Rank hold BBCA as of Q1 2022.

  • Robertson Stephens Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,092 JPMorgan BetaBuilders Canada ETF shares in Q1 2022, an estimated $342K.
  • Robertson Stephens Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2021 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $467K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.