BAM
DMO

Belpointe Asset Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Belpointe Asset Management’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-700
Closed -$7.32K – 1267
2023
Q1 		$7.32K Hold
700
– – ﹤0.01% 2869
2022
Q4 		$7.54K Buy
+700
New +$7.61K ﹤0.01% 2750

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TJHA
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Envestnet Asset Management
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CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Belpointe Asset Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2023, closing a stake of 700 shares — an estimated $7.32K sold.

Belpointe Asset Management first reported a position in DMO in Q4 2022 and held it in 2 quarters. The position peaked at $7.54K in Q4 2022. 49 funds tracked by Wall St. Rank hold DMO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 700 Western Asset Mortgage Opportunity Fund shares in Q2 2023, an estimated $7.32K.
  • Belpointe Asset Management first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Western Asset Mortgage Opportunity Fund position peaked at $7.54K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2023.

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