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Belpointe Asset Management’s Caribou Biosciences CRBU Stock Holding History

Belpointe Asset Management’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-470
Closed -$2.5K – 1134
2023
Q1 		$2.5K Hold
470
– – ﹤0.01% 3248
2022
Q4 		$2.95K Buy
+470
New +$4.18K ﹤0.01% 3124

Other funds holding CRBU

PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Belpointe Asset Management sold out of Caribou Biosciences (CRBU) in Q2 2023, closing a stake of 470 shares — an estimated $2.5K sold.

Belpointe Asset Management first reported a position in CRBU in Q4 2022 and held it in 2 quarters. The position peaked at $2.95K in Q4 2022. 121 funds tracked by Wall St. Rank hold CRBU as of Q2 2023.

  • Belpointe Asset Management reported no remaining Caribou Biosciences position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 470 Caribou Biosciences shares in Q2 2023, an estimated $2.5K.
  • Belpointe Asset Management first reported a position in Caribou Biosciences in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Caribou Biosciences position peaked at $2.95K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2023.

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