BAM
HNW

Belpointe Asset Management’s Pioneer Diversified High Income Fund HNW Stock Holding History

Belpointe Asset Management’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-490
Closed -$4.96K – 1770
2023
Q1 		$4.96K Hold
490
– – ﹤0.01% 3020
2022
Q4 		$4.94K Buy
+490
New +$4.99K ﹤0.01% 2939

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SFS
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WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LSC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Belpointe Asset Management sold out of Pioneer Diversified High Income Fund (HNW) in Q2 2023, closing a stake of 490 shares — an estimated $4.96K sold.

Belpointe Asset Management first reported a position in HNW in Q4 2022 and held it in 2 quarters. The position peaked at $4.96K in Q1 2023. 31 funds tracked by Wall St. Rank hold HNW as of Q2 2023.

  • Belpointe Asset Management reported no remaining Pioneer Diversified High Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 490 Pioneer Diversified High Income Fund shares in Q2 2023, an estimated $4.96K.
  • Belpointe Asset Management first reported a position in Pioneer Diversified High Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Pioneer Diversified High Income Fund position peaked at $4.96K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q2 2023.

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