Belpointe Asset Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,448	Closed	-$123K	–	1430
2023 Q1	$123K	Hold	5,448	–	–	0.01%	1190
2022 Q4	$124K	Hold	5,448	–	–	0.01%	1123
2022 Q3	$119K	Hold	5,448	–	–	0.01%	1073
2022 Q2	$130K	Hold	5,448	–	–	0.01%	999
2022 Q1	$158K	Sell	5,448 -75	-1%	-$2.08K	0.01%	1009
2021 Q4	$165K	Buy	+5,523	New	+$159K	0.01%	973

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Belpointe Asset Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2023, closing a stake of 5,448 shares — an estimated $123K sold.

Belpointe Asset Management first reported a position in EVT in Q4 2021 and held it in 6 quarters. The position peaked at $165K in Q4 2021. 108 funds tracked by Wall St. Rank hold EVT as of Q2 2023.

Belpointe Asset Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 5,448 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2023, an estimated $123K.
Belpointe Asset Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2021 and held it in 6 quarters.
Belpointe Asset Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $165K in Q4 2021.
108 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2023.

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