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Belpointe Asset Management’s Coda Octopus Group CODA Stock Holding History

Belpointe Asset Management’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,000
Closed -$29.3K – 1103
2023
Q1 		$29.3K Hold
4,000
– – ﹤0.01% 2069
2022
Q4 		$27.4K Buy
+4,000
New +$25.3K ﹤0.01% 1968

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
TC
Touchstone Capital Pittsburgh, Pennsylvania $195M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Belpointe Asset Management sold out of Coda Octopus Group (CODA) in Q2 2023, closing a stake of 4,000 shares — an estimated $29.3K sold.

Belpointe Asset Management first reported a position in CODA in Q4 2022 and held it in 2 quarters. The position peaked at $29.3K in Q1 2023. 25 funds tracked by Wall St. Rank hold CODA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Coda Octopus Group position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 4,000 Coda Octopus Group shares in Q2 2023, an estimated $29.3K.
  • Belpointe Asset Management first reported a position in Coda Octopus Group in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Coda Octopus Group position peaked at $29.3K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2023.

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