BAM
EOCN

Belpointe Asset Management’s Eocene Ltd. Ordinary Shares EOCN Stock Holding History

Belpointe Asset Management’s Portfolio EOCN Stock Details EOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$5.99K – 1653
2023
Q1 		$5.99K Hold
10
– – ﹤0.01% 2942
2022
Q4 		$7.03K Buy
+10
New +$5.24K ﹤0.01% 2796

Other funds holding EOCN

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
TRCT
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BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Belpointe Asset Management sold out of Eocene Ltd. Ordinary Shares (EOCN) in Q2 2023, closing a stake of 10 shares — an estimated $5.99K sold.

Belpointe Asset Management first reported a position in EOCN in Q4 2022 and held it in 2 quarters. The position peaked at $7.03K in Q4 2022. 8 funds tracked by Wall St. Rank hold EOCN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Eocene Ltd. Ordinary Shares position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 10 Eocene Ltd. Ordinary Shares shares in Q2 2023, an estimated $5.99K.
  • Belpointe Asset Management first reported a position in Eocene Ltd. Ordinary Shares in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Eocene Ltd. Ordinary Shares position peaked at $7.03K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Eocene Ltd. Ordinary Shares as of Q2 2023.

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