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Belpointe Asset Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Belpointe Asset Management’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,761
Closed -$44.2K – 2026
2023
Q1 		$44.2K Sell
3,761
-8,700
-70% -$105K ﹤0.01% 1769
2022
Q4 		$146K Buy
+12,461
New +$145K 0.01% 1035

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CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Belpointe Asset Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2023, closing a stake of 3,761 shares — an estimated $44.2K sold.

Belpointe Asset Management first reported a position in JRI in Q4 2022 and held it in 2 quarters. The position peaked at $146K in Q4 2022. 75 funds tracked by Wall St. Rank hold JRI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,761 Nuveen Real Asset Income & Growth Fund shares in Q2 2023, an estimated $44.2K.
  • Belpointe Asset Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Nuveen Real Asset Income & Growth Fund position peaked at $146K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2023.

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