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Belpointe Asset Management’s Interactive Brokers IBKR Stock Holding History

Belpointe Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,325
Closed -$214K – 1126
2025
Q4 		$214K Sell
3,325
-115
-3% -$7.7K 0.01% 952
2025
Q3 		$237K Sell
3,440
-276
-7% -$17.4K 0.01% 871
2025
Q2 		$206K Buy
+3,716
New +$176K 0.01% 875
2023
Q2 		– Sell
-2,316
Closed -$47.8K – 1833
2023
Q1 		$47.8K Buy
2,316
+908
+64% +$18.5K ﹤0.01% 1726
2022
Q4 		$25.5K Buy
+1,408
New +$26.3K ﹤0.01% 2009
2021
Q2 		– Sell
-32,600
Closed -$595K – 1151
2021
Q1 		$595K Buy
+32,600
New +$587K 0.05% 374
2020
Q3 		– Sell
-65,976
Closed -$689K – 800
2020
Q2 		$689K Buy
+65,976
New +$690K 0.09% 232

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VCM
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State Street
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VPM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return