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Sterling Financial Planning’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-63
Closed -$4K – 131
2021
Q3 		$4K Hold
63
– – ﹤0.01% 373
2021
Q2 		$4K Hold
63
– – ﹤0.01% 351
2021
Q1 		$4K Buy
+63
New +$3.59K ﹤0.01% 326

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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 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
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

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

Sterling Financial Planning sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2021, closing a stake of 63 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in BBCA in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 125 funds tracked by Wall St. Rank hold BBCA as of Q4 2021.

  • Sterling Financial Planning reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 63 JPMorgan BetaBuilders Canada ETF shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's JPMorgan BetaBuilders Canada ETF position peaked at $4K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2021.

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