Robertson Stephens Wealth Management, LLC J P Morgan Betabuilders Develo Transaction History

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in J P Morgan Betabuilders Develo stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,606 shares of BBAX stock, worth $238,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,606

Previous 4,601 0.11%

Holding current value

$238,867

Previous $222,000 11.71%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$46.61 - $54.03 $233 - $270	5 Added 0.11%	4,606 $248,000
Q2 2024 Aug 13, 2024	SELL	$45.57 - $50.69 $1.19 Million - $1.32 Million	-26,071 Reduced 85.0%	4,601 $222,000
Q1 2024 May 15, 2024	BUY	$46.22 - $49.29 $83,057 - $88,574	1,797 Added 6.22%	30,672 $1.48 Million
Q4 2023 Feb 06, 2024	BUY	$43.33 - $49.68 $1.01 Million - $1.16 Million	23,411 Added 428.46%	28,875 $1.43 Million
Q3 2023 Nov 13, 2023	BUY	$44.55 - $49.85 $243,421 - $272,380	5,464 New	5,464 $246,000
Q1 2023 May 11, 2023	BUY	$47.47 - $54.2 $197,807 - $225,851	4,167 New	4,167 $204,000
Q1 2022 May 16, 2022	SELL	$51.05 - $56.36 $410,646 - $453,359	-8,044 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$53.91 - $59.11 $433,652 - $475,480	8,044 New	8,044 $435,000

Others Institutions Holding BBAX

# of Institutions

103

Shares Held

88.4M

Call Options Held

200

Put Options Held

100

View Full List

About J P MORGAN BETABUILDERS DEVELO

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Robertson Stephens Wealth Management, LLC J P Morgan Betabuilders Develo Transaction History