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Belpointe Asset Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Belpointe Asset Management’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-107
Closed -$5.11K – 616
2023
Q1 		$5.11K Hold
107
– – ﹤0.01% 3005
2022
Q4 		$5.11K Buy
+107
New +$5.08K ﹤0.01% 2922

Other funds holding AADR

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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Belpointe Asset Management's AADR Position: Q2 2023 in Review

Belpointe Asset Management sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2023, closing a stake of 107 shares — an estimated $5.11K sold.

Belpointe Asset Management first reported a position in AADR in Q4 2022 and held it in 2 quarters. The position peaked at $5.11K in Q1 2023. 22 funds tracked by Wall St. Rank hold AADR as of Q2 2023.

  • Belpointe Asset Management reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 107 AdvisorShares Dorsey Wright ADR ETF shares in Q2 2023, an estimated $5.11K.
  • Belpointe Asset Management first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's AdvisorShares Dorsey Wright ADR ETF position peaked at $5.11K in Q1 2023.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.