Twin Focus Capital Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Twin Focus Capital Partners’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
2023 Q3	–	Sell	-6,201	Closed	-$380K	–	171
2023 Q2	$380K	Hold	6,201	–	–	0.08%	133
2023 Q1	$369K	Hold	6,201	–	–	0.07%	136
2022 Q4	$355K	Hold	6,201	–	–	0.07%	132
2022 Q3	$331K	Hold	6,201	–	–	0.08%	133
2022 Q2	$364K	Hold	6,201	–	–	0.08%	127
2022 Q1	$435K	Hold	6,201	–	–	0.08%	122
2021 Q4	$417K	Hold	6,201	–	–	0.08%	131
2021 Q3	$390K	Hold	6,201	–	–	0.09%	114
2021 Q2	$401K	Buy	+6,201	New	+$394K	0.09%	115
2021 Q1	–	Sell	-5,851	Closed	-$314K	–	163
2020 Q4	$314K	Buy	+5,851	New	+$298K	0.1%	119

Other funds holding BBCA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Twin Focus Capital Partners's BBCA Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2023, closing a stake of 6,201 shares — an estimated $380K sold.

Twin Focus Capital Partners first reported a position in BBCA in Q4 2020 and held it in 10 quarters. The position peaked at $435K in Q1 2022. 152 funds tracked by Wall St. Rank hold BBCA as of Q3 2023.

Twin Focus Capital Partners reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 6,201 JPMorgan BetaBuilders Canada ETF shares in Q3 2023, an estimated $380K.
Twin Focus Capital Partners first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2020 and held it in 10 quarters.
Twin Focus Capital Partners's JPMorgan BetaBuilders Canada ETF position peaked at $435K in Q1 2022.
152 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.