Belpointe Asset Management’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-201	Closed	-$4.33K	–	993
2023 Q1	$4.33K	Buy	201 +80	+66%	+$1.7K	﹤0.01%	3070
2022 Q4	$2.39K	Buy	+121	New	+$2.39K	﹤0.01%	3200

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Belpointe Asset Management sold out of CrossAmerica Partners (CAPL) in Q2 2023, closing a stake of 201 shares — an estimated $4.33K sold.

Belpointe Asset Management first reported a position in CAPL in Q4 2022 and held it in 2 quarters. The position peaked at $4.33K in Q1 2023. 58 funds tracked by Wall St. Rank hold CAPL as of Q2 2023.

Belpointe Asset Management reported no remaining CrossAmerica Partners position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 201 CrossAmerica Partners shares in Q2 2023, an estimated $4.33K.
Belpointe Asset Management first reported a position in CrossAmerica Partners in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's CrossAmerica Partners position peaked at $4.33K in Q1 2023.
58 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2023.

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