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Sterling Financial Planning’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Sterling Financial Planning’s Portfolio BBEU Stock Details BBEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-61
Closed -$3K – 132
2021
Q3 		$3K Hold
61
– – ﹤0.01% 392
2021
Q2 		$4K Sell
61
-1
-2% -$59 ﹤0.01% 352
2021
Q1 		$3K Buy
+62
New +$3.35K ﹤0.01% 346

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Sterling Financial Planning sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q4 2021, closing a stake of 61 shares — an estimated $3K sold.

Sterling Financial Planning first reported a position in BBEU in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 117 funds tracked by Wall St. Rank hold BBEU as of Q4 2021.

  • Sterling Financial Planning reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 61 JPMorgan BetaBuilders Europe ETF shares in Q4 2021, an estimated $3K.
  • Sterling Financial Planning first reported a position in JPMorgan BetaBuilders Europe ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's JPMorgan BetaBuilders Europe ETF position peaked at $4K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q4 2021.

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