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SVB Wealth’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

SVB Wealth’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
Q1 		– Sell
-94
Closed -$5K – 927
2020
Q4 		$5K Hold
94
– – ﹤0.01% 852
2020
Q3 		$4K Buy
+94
New +$4.38K ﹤0.01% 745
2020
Q1 		– Sell
-25
Closed -$1K – 598
2019
Q4 		$1K Buy
+25
New +$1.26K ﹤0.01% 655

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

SVB Wealth's BBAX Position: Q1 2021 in Review

SVB Wealth sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2021, closing a stake of 94 shares — an estimated $5K sold.

SVB Wealth first reported a position in BBAX in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 49 funds tracked by Wall St. Rank hold BBAX as of Q1 2021.

  • SVB Wealth reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Wealth sold 94 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2021, an estimated $5K.
  • SVB Wealth first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2019 and held it in 3 quarters.
  • SVB Wealth's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $5K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.