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Belpointe Asset Management’s Escalade ESCA Stock Holding History

Belpointe Asset Management’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$2.04K – 3760
2022
Q4 		$2.04K Buy
+200
New +$2.08K ﹤0.01% 3255
2021
Q3 		– Sell
-8,200
Closed -$188K – 1188
2021
Q2 		$188K Buy
+8,200
New +$188K 0.01% 854

Other funds holding ESCA

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Mork Capital Management Healdsburg, California $141M AUM 23.37% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
NG
Northstar Group New York $707M AUM 11.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Belpointe Asset Management's ESCA Position: Q1 2023 in Review

Belpointe Asset Management sold out of Escalade (ESCA) in Q1 2023, closing a stake of 200 shares — an estimated $2.04K sold.

Belpointe Asset Management first reported a position in ESCA in Q2 2021 and held it in 2 quarters. The position peaked at $188K in Q2 2021. 40 funds tracked by Wall St. Rank hold ESCA as of Q1 2023.

  • Belpointe Asset Management reported no remaining Escalade position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 200 Escalade shares in Q1 2023, an estimated $2.04K.
  • Belpointe Asset Management first reported a position in Escalade in Q2 2021 and held it in 2 quarters.
  • Belpointe Asset Management's Escalade position peaked at $188K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Escalade as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.