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Sargent Bickham Lagudis’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sargent Bickham Lagudis’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
2020
Q4 		– Sell
-1,604
Closed -$77K – 873
2020
Q3 		$77K Hold
1,604
– – 0.01% 331
2020
Q2 		$73K Hold
1,604
– – 0.01% 310
2020
Q1 		$61K Buy
+1,604
New +$76.6K 0.01% 311

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
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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sargent Bickham Lagudis's BBCA Position: Q4 2020 in Review

Sargent Bickham Lagudis sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2020, closing a stake of 1,604 shares — an estimated $77K sold.

Sargent Bickham Lagudis first reported a position in BBCA in Q1 2020 and held it in 3 quarters. The position peaked at $77K in Q3 2020. 72 funds tracked by Wall St. Rank hold BBCA as of Q4 2020.

  • Sargent Bickham Lagudis reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 1,604 JPMorgan BetaBuilders Canada ETF shares in Q4 2020, an estimated $77K.
  • Sargent Bickham Lagudis first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2020 and held it in 3 quarters.
  • Sargent Bickham Lagudis's JPMorgan BetaBuilders Canada ETF position peaked at $77K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2020, filed 24 May 2021.