BAM
DAX icon

Belpointe Asset Management’s Global X DAX Germany ETF DAX Stock Holding History

Belpointe Asset Management’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,200
Closed -$64.6K – 1195
2023
Q1 		$64.6K Sell
2,200
-2,241
-50% -$63.2K ﹤0.01% 1564
2022
Q4 		$114K Buy
+4,441
New +$107K 0.01% 1171

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Belpointe Asset Management sold out of Global X DAX Germany ETF (DAX) in Q2 2023, closing a stake of 2,200 shares — an estimated $64.6K sold.

Belpointe Asset Management first reported a position in DAX in Q4 2022 and held it in 2 quarters. The position peaked at $114K in Q4 2022. 18 funds tracked by Wall St. Rank hold DAX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Global X DAX Germany ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,200 Global X DAX Germany ETF shares in Q2 2023, an estimated $64.6K.
  • Belpointe Asset Management first reported a position in Global X DAX Germany ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Global X DAX Germany ETF position peaked at $114K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q2 2023.

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