BAM
KOIN

Belpointe Asset Management’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Belpointe Asset Management’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-62
Closed -$1.78K – 3584
2023
Q1 		$1.78K Hold
62
– – ﹤0.01% 3332
2022
Q4 		$1.68K Buy
+62
New +$1.94K ﹤0.01% 3317

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VWM
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TFGT
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Northwestern Mutual Wealth Management
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SS
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AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Belpointe Asset Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2023, closing a stake of 62 shares — an estimated $1.78K sold.

Belpointe Asset Management first reported a position in KOIN in Q4 2022 and held it in 2 quarters. The position peaked at $1.78K in Q1 2023. 17 funds tracked by Wall St. Rank hold KOIN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 62 Capital Link Global Fintech Leaders ETF shares in Q2 2023, an estimated $1.78K.
  • Belpointe Asset Management first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Capital Link Global Fintech Leaders ETF position peaked at $1.78K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2023.

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