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Sterling Financial Planning’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Sterling Financial Planning’s Portfolio BBAX Stock Details BBAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-57
Closed -$3K – 130
2021
Q3 		$3K Hold
57
– – ﹤0.01% 391
2021
Q2 		$3K Sell
57
-1
-2% -$59 ﹤0.01% 369
2021
Q1 		$3K Buy
+58
New +$3.3K ﹤0.01% 345

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Financial Planning's BBAX Position: Q4 2021 in Review

Sterling Financial Planning sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2021, closing a stake of 57 shares — an estimated $3K sold.

Sterling Financial Planning first reported a position in BBAX in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 81 funds tracked by Wall St. Rank hold BBAX as of Q4 2021.

  • Sterling Financial Planning reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 57 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2021, an estimated $3K.
  • Sterling Financial Planning first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $3K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.