Belpointe Asset Management’s BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. DCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,000	Closed	-$45.5K	–	3700
2023 Q1	$45.5K	Hold	6,000	–	–	﹤0.01%	1756
2022 Q4	$42.4K	Buy	+6,000	New	+$43.2K	﹤0.01%	1706

Other funds holding DCF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Belpointe Asset Management sold out of BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. (DCF) in Q2 2023, closing a stake of 6,000 shares — an estimated $45.5K sold.

Belpointe Asset Management first reported a position in DCF in Q4 2022 and held it in 2 quarters. The position peaked at $45.5K in Q1 2023. 27 funds tracked by Wall St. Rank hold DCF as of Q2 2023.

Belpointe Asset Management reported no remaining BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 6,000 BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. shares in Q2 2023, an estimated $45.5K.
Belpointe Asset Management first reported a position in BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position peaked at $45.5K in Q1 2023.
27 funds tracked by Wall St. Rank held BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. as of Q2 2023.

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