BAM
MKTW icon

Belpointe Asset Management’s MarketWise MKTW Stock Holding History

Belpointe Asset Management’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$3.36K – 3805
2022
Q4 		$3.36K Buy
+100
New +$4.35K ﹤0.01% 3072

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Praetorian Capital Management Coral Gables, Florida $137M AUM
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Belpointe Asset Management's MKTW Position: Q1 2023 in Review

Belpointe Asset Management sold out of MarketWise (MKTW) in Q1 2023, closing a stake of 100 shares — an estimated $3.36K sold.

Belpointe Asset Management first reported a position in MKTW in Q4 2022 and held it in 1 quarter. The position peaked at $3.36K in Q4 2022. 53 funds tracked by Wall St. Rank hold MKTW as of Q1 2023.

  • Belpointe Asset Management reported no remaining MarketWise position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 100 MarketWise shares in Q1 2023, an estimated $3.36K.
  • Belpointe Asset Management first reported a position in MarketWise in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's MarketWise position peaked at $3.36K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held MarketWise as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.