Truist Financial’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Truist Financial’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-20,666	Closed	-$1.47M	–	2446
2020 Q2	$1.47M	Buy	20,666 +15,178	+277%	+$1.05M	﹤0.01%	1150
2020 Q1	$355K	Buy	5,488 +3,074	+127%	+$255K	﹤0.01%	1757
2019 Q4	$214K	Buy	+2,414	New	+$216K	﹤0.01%	2323

Other funds holding BBRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial's BBRE Position: Q3 2020 in Review

Truist Financial sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2020, closing a stake of 20,666 shares — an estimated $1.47M sold.

Truist Financial first reported a position in BBRE in Q4 2019 and held it in 3 quarters. The position peaked at $1.47M in Q2 2020. 23 funds tracked by Wall St. Rank hold BBRE as of Q3 2020.

Truist Financial reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2020 after selling out during the quarter.
Truist Financial sold 20,666 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2020, an estimated $1.47M.
Truist Financial first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2019 and held it in 3 quarters.
Truist Financial's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.47M in Q2 2020.
23 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.