BAM
BELFB

Belpointe Asset Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Belpointe Asset Management’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-867
Closed -$32.6K – 862
2023
Q1 		$32.6K Buy
+867
New +$31.2K ﹤0.01% 1998

Other funds holding BELFB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Belpointe Asset Management sold out of Bel Fuse Inc Class B (BELFB) in Q2 2023, closing a stake of 867 shares — an estimated $32.6K sold.

Belpointe Asset Management first reported a position in BELFB in Q1 2023 and held it in 1 quarter. The position peaked at $32.6K in Q1 2023. 126 funds tracked by Wall St. Rank hold BELFB as of Q2 2023.

  • Belpointe Asset Management reported no remaining Bel Fuse Inc Class B position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 867 Bel Fuse Inc Class B shares in Q2 2023, an estimated $32.6K.
  • Belpointe Asset Management first reported a position in Bel Fuse Inc Class B in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Bel Fuse Inc Class B position peaked at $32.6K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2023.

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