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Belpointe Asset Management’s Financial Institutions FISI Stock Holding History

Belpointe Asset Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-650
Closed -$12.5K – 1514
2023
Q1 		$12.5K Hold
650
– – ﹤0.01% 2583
2022
Q4 		$15.8K Buy
+650
New +$16K ﹤0.01% 2347

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Commonwealth Equity Services
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ACM
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LSV Asset Management
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Renaissance Technologies
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CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Belpointe Asset Management sold out of Financial Institutions (FISI) in Q2 2023, closing a stake of 650 shares — an estimated $12.5K sold.

Belpointe Asset Management first reported a position in FISI in Q4 2022 and held it in 2 quarters. The position peaked at $15.8K in Q4 2022. 103 funds tracked by Wall St. Rank hold FISI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Financial Institutions position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 650 Financial Institutions shares in Q2 2023, an estimated $12.5K.
  • Belpointe Asset Management first reported a position in Financial Institutions in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Financial Institutions position peaked at $15.8K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2023.

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