BAM
JHAA

Belpointe Asset Management’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Belpointe Asset Management’s Portfolio JHAA Stock Details JHAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,000
Closed -$9.19K – 3632
2023
Q1 		$9.19K Hold
1,000
– – ﹤0.01% 2763
2022
Q4 		$9.07K Buy
+1,000
New +$9.06K ﹤0.01% 2669

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RCM
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CL
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GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
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Belpointe Asset Management's JHAA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q2 2023, closing a stake of 1,000 shares — an estimated $9.19K sold.

Belpointe Asset Management first reported a position in JHAA in Q4 2022 and held it in 2 quarters. The position peaked at $9.19K in Q1 2023. 29 funds tracked by Wall St. Rank hold JHAA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,000 Nuveen Corporate Income 2023 Target Term Fund shares in Q2 2023, an estimated $9.19K.
  • Belpointe Asset Management first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Nuveen Corporate Income 2023 Target Term Fund position peaked at $9.19K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q2 2023.

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