Belpointe Asset Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Belpointe Asset Management’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,740	Closed	-$15K	–	2096
2023 Q1	$15K	Hold	1,740	–	–	﹤0.01%	2470
2022 Q4	$14.9K	Buy	+1,740	New	+$15.1K	﹤0.01%	2405

Other funds holding KYN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Belpointe Asset Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2023, closing a stake of 1,740 shares — an estimated $15K sold.

Belpointe Asset Management first reported a position in KYN in Q4 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2023. 192 funds tracked by Wall St. Rank hold KYN as of Q2 2023.

Belpointe Asset Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,740 Kayne Anderson Energy Infrastructure Fund shares in Q2 2023, an estimated $15K.
Belpointe Asset Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Kayne Anderson Energy Infrastructure Fund position peaked at $15K in Q1 2023.
192 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2023.

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