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Belpointe Asset Management’s Mesabi Trust MSB Stock Holding History

Belpointe Asset Management’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$8.99K – 3806
2022
Q4 		$8.99K Buy
+500
New +$9.91K ﹤0.01% 2676

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V
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BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

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

Belpointe Asset Management sold out of Mesabi Trust (MSB) in Q1 2023, closing a stake of 500 shares — an estimated $8.99K sold.

Belpointe Asset Management first reported a position in MSB in Q4 2022 and held it in 1 quarter. The position peaked at $8.99K in Q4 2022. 42 funds tracked by Wall St. Rank hold MSB as of Q1 2023.

  • Belpointe Asset Management reported no remaining Mesabi Trust position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 500 Mesabi Trust shares in Q1 2023, an estimated $8.99K.
  • Belpointe Asset Management first reported a position in Mesabi Trust in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Mesabi Trust position peaked at $8.99K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2023.

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