Belpointe Asset Management’s GoHealth GOCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-223	Closed	-$3.63K	–	1676
2023 Q1	$3.63K	Buy	+223	New	+$3.44K	﹤0.01%	3127

Other funds holding GOCO

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Belpointe Asset Management sold out of GoHealth (GOCO) in Q2 2023, closing a stake of 223 shares — an estimated $3.63K sold.

Belpointe Asset Management first reported a position in GOCO in Q1 2023 and held it in 1 quarter. The position peaked at $3.63K in Q1 2023. 46 funds tracked by Wall St. Rank hold GOCO as of Q2 2023.

Belpointe Asset Management reported no remaining GoHealth position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 223 GoHealth shares in Q2 2023, an estimated $3.63K.
Belpointe Asset Management first reported a position in GoHealth in Q1 2023 and held it in 1 quarter.
Belpointe Asset Management's GoHealth position peaked at $3.63K in Q1 2023.
46 funds tracked by Wall St. Rank held GoHealth as of Q2 2023.

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