Belpointe Asset Management’s Barron's 400 ETF BFOR Stock Holding History

Belpointe Asset Management’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-148	Closed	-$2.02K	–	867
2023 Q1	$2.02K	Hold	148	–	–	﹤0.01%	3302
2022 Q4	$1.97K	Buy	+148	New	+$2.01K	﹤0.01%	3269

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAM

Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Belpointe Asset Management sold out of Barron's 400 ETF (BFOR) in Q2 2023, closing a stake of 148 shares — an estimated $2.02K sold.

Belpointe Asset Management first reported a position in BFOR in Q4 2022 and held it in 2 quarters. The position peaked at $2.02K in Q1 2023. 27 funds tracked by Wall St. Rank hold BFOR as of Q2 2023.

Belpointe Asset Management reported no remaining Barron's 400 ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 148 Barron's 400 ETF shares in Q2 2023, an estimated $2.02K.
Belpointe Asset Management first reported a position in Barron's 400 ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Barron's 400 ETF position peaked at $2.02K in Q1 2023.
27 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2023.

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