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Belpointe Asset Management’s Achieve Life Sciences ACHV Stock Holding History

Belpointe Asset Management’s Portfolio ACHV Stock Details ACHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,000
Closed -$13.6K – 635
2023
Q1 		$13.6K Hold
2,000
– – ﹤0.01% 2539
2022
Q4 		$4.9K Buy
+2,000
New +$5.13K ﹤0.01% 2942

Other funds holding ACHV

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Belpointe Asset Management sold out of Achieve Life Sciences (ACHV) in Q2 2023, closing a stake of 2,000 shares — an estimated $13.6K sold.

Belpointe Asset Management first reported a position in ACHV in Q4 2022 and held it in 2 quarters. The position peaked at $13.6K in Q1 2023. 39 funds tracked by Wall St. Rank hold ACHV as of Q2 2023.

  • Belpointe Asset Management reported no remaining Achieve Life Sciences position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,000 Achieve Life Sciences shares in Q2 2023, an estimated $13.6K.
  • Belpointe Asset Management first reported a position in Achieve Life Sciences in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Achieve Life Sciences position peaked at $13.6K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Achieve Life Sciences as of Q2 2023.

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