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Belpointe Asset Management’s A2Z Smart Technologies AZ Stock Holding History

Belpointe Asset Management’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-520
Closed -$1.68K – 811
2023
Q1 		$1.68K Buy
520
+160
+44% +$632 ﹤0.01% 3356
2022
Q4 		$1.14K Buy
+360
New +$1.26K ﹤0.01% 3410

Other funds holding AZ

SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $159M AUM 142.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Belpointe Asset Management sold out of A2Z Smart Technologies (AZ) in Q2 2023, closing a stake of 520 shares — an estimated $1.68K sold.

Belpointe Asset Management first reported a position in AZ in Q4 2022 and held it in 2 quarters. The position peaked at $1.68K in Q1 2023. 14 funds tracked by Wall St. Rank hold AZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining A2Z Smart Technologies position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 520 A2Z Smart Technologies shares in Q2 2023, an estimated $1.68K.
  • Belpointe Asset Management first reported a position in A2Z Smart Technologies in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's A2Z Smart Technologies position peaked at $1.68K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held A2Z Smart Technologies as of Q2 2023.

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