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Belpointe Asset Management’s Morningstar MORN Stock Holding History

Belpointe Asset Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$203 – 2267
2023
Q1 		$203 Hold
1
– – ﹤0.01% 3676
2022
Q4 		$217 Buy
+1
New +$228 ﹤0.01% 3628

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Belpointe Asset Management sold out of Morningstar (MORN) in Q2 2023, closing a stake of 1 share — an estimated $203 sold.

Belpointe Asset Management first reported a position in MORN in Q4 2022 and held it in 2 quarters. The position peaked at $217 in Q4 2022. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1 Morningstar share in Q2 2023, an estimated $203.
  • Belpointe Asset Management first reported a position in Morningstar in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Morningstar position peaked at $217 in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

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