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Belpointe Asset Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Belpointe Asset Management’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-203
Closed -$1.56K – 1070
2023
Q1 		$1.56K Buy
+203
New +$1.58K ﹤0.01% 3380

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CF
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LPL Financial
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UFM
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Belpointe Asset Management sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2023, closing a stake of 203 shares — an estimated $1.56K sold.

Belpointe Asset Management first reported a position in CLM in Q1 2023 and held it in 1 quarter. The position peaked at $1.56K in Q1 2023. 92 funds tracked by Wall St. Rank hold CLM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Cornerstone Strategic Value Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 203 Cornerstone Strategic Value Fund shares in Q2 2023, an estimated $1.56K.
  • Belpointe Asset Management first reported a position in Cornerstone Strategic Value Fund in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Cornerstone Strategic Value Fund position peaked at $1.56K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2023.

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