BAM
BGH

Belpointe Asset Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Belpointe Asset Management’s Portfolio BGH Stock Details BGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,170
Closed -$28K – 869
2023
Q1 		$28K Buy
+2,170
New +$28.9K ﹤0.01% 2100

Other funds holding BGH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

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

Belpointe Asset Management sold out of Barings Global Short Duration High Yield Fund (BGH) in Q2 2023, closing a stake of 2,170 shares — an estimated $28K sold.

Belpointe Asset Management first reported a position in BGH in Q1 2023 and held it in 1 quarter. The position peaked at $28K in Q1 2023. 49 funds tracked by Wall St. Rank hold BGH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Barings Global Short Duration High Yield Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,170 Barings Global Short Duration High Yield Fund shares in Q2 2023, an estimated $28K.
  • Belpointe Asset Management first reported a position in Barings Global Short Duration High Yield Fund in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Barings Global Short Duration High Yield Fund position peaked at $28K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2023.

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