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Belpointe Asset Management’s Medpace MEDP Stock Holding History

Belpointe Asset Management’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$7.52K – 2210
2023
Q1 		$7.52K Sell
40
-609
-94% -$126K ﹤0.01% 2859
2022
Q4 		$138K Buy
+649
New +$130K 0.01% 1063

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Belpointe Asset Management sold out of Medpace (MEDP) in Q2 2023, closing a stake of 40 shares — an estimated $7.52K sold.

Belpointe Asset Management first reported a position in MEDP in Q4 2022 and held it in 2 quarters. The position peaked at $138K in Q4 2022. 464 funds tracked by Wall St. Rank hold MEDP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Medpace position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 40 Medpace shares in Q2 2023, an estimated $7.52K.
  • Belpointe Asset Management first reported a position in Medpace in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Medpace position peaked at $138K in Q4 2022.
  • 464 funds tracked by Wall St. Rank held Medpace as of Q2 2023.

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