Bellevue Asset Management’s Datto Holding Corp. MSP Stock Holding History

Bellevue Asset Management’s Portfolio MSP Stock Details MSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-92	Closed	-$2K	–	544
2022 Q1	$2K	Sell	92 -21	-19%	-$520	﹤0.01%	498
2021 Q4	$3K	Sell	113 -8	-7%	-$194	﹤0.01%	470
2021 Q3	$3K	Hold	121	–	–	﹤0.01%	497
2021 Q2	$3K	Buy	121 +22	+22%	+$564	﹤0.01%	494
2021 Q1	$2K	Buy	99 +35	+55%	+$875	﹤0.01%	619
2020 Q4	$2K	Buy	+64	New	+$1.81K	﹤0.01%	615

Other funds holding MSP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bellevue Asset Management's MSP Position: Q2 2022 in Review

Bellevue Asset Management sold out of Datto Holding Corp. (MSP) in Q2 2022, closing a stake of 92 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in MSP in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1 fund tracked by Wall St. Rank holds MSP as of Q2 2022.

Bellevue Asset Management reported no remaining Datto Holding Corp. position as of Q2 2022 after selling out during the quarter.
Bellevue Asset Management sold 92 Datto Holding Corp. shares in Q2 2022, an estimated $2K.
Bellevue Asset Management first reported a position in Datto Holding Corp. in Q4 2020 and held it in 6 quarters.
Bellevue Asset Management's Datto Holding Corp. position peaked at $3K in Q4 2021.
1 fund tracked by Wall St. Rank held Datto Holding Corp. as of Q2 2022.

Based on Bellevue Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.