Belpointe Asset Management
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Belpointe Asset Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

Belpointe Asset Management’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,682
Closed -$274K – 1173
2022
Q2 		$274K Buy
+9,682
New +$320K 0.02% 716

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Belpointe Asset Management's BOAT Position: Q3 2022 in Review

Belpointe Asset Management sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2022, closing a stake of 9,682 shares — an estimated $274K sold.

Belpointe Asset Management first reported a position in BOAT in Q2 2022 and held it in 1 quarter. The position peaked at $274K in Q2 2022. 14 funds tracked by Wall St. Rank hold BOAT as of Q3 2022.

  • Belpointe Asset Management reported no remaining SonicShares Global Shipping ETF position as of Q3 2022 after selling out during the quarter.
  • Belpointe Asset Management sold 9,682 SonicShares Global Shipping ETF shares in Q3 2022, an estimated $274K.
  • Belpointe Asset Management first reported a position in SonicShares Global Shipping ETF in Q2 2022 and held it in 1 quarter.
  • Belpointe Asset Management's SonicShares Global Shipping ETF position peaked at $274K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2022.

Based on Belpointe Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.