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Belpointe Asset Management’s Daily Journal DJCO Stock Holding History

Belpointe Asset Management’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,424
Closed -$482K – 1183
2021
Q2 		$482K Sell
1,424
-1,253
-47% -$402K 0.03% 511
2021
Q1 		$847K Buy
+2,677
New +$907K 0.07% 284

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's DJCO Position: Q3 2021 in Review

Belpointe Asset Management sold out of Daily Journal (DJCO) in Q3 2021, closing a stake of 1,424 shares — an estimated $482K sold.

Belpointe Asset Management first reported a position in DJCO in Q1 2021 and held it in 2 quarters. The position peaked at $847K in Q1 2021. 57 funds tracked by Wall St. Rank hold DJCO as of Q3 2021.

  • Belpointe Asset Management reported no remaining Daily Journal position as of Q3 2021 after selling out during the quarter.
  • Belpointe Asset Management sold 1,424 Daily Journal shares in Q3 2021, an estimated $482K.
  • Belpointe Asset Management first reported a position in Daily Journal in Q1 2021 and held it in 2 quarters.
  • Belpointe Asset Management's Daily Journal position peaked at $847K in Q1 2021.
  • 57 funds tracked by Wall St. Rank held Daily Journal as of Q3 2021.

Based on Belpointe Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.