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NBO

Belpointe Asset Management’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Belpointe Asset Management’s Portfolio NBO Stock Details NBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,898
Closed -$105K – 3714
2023
Q1 		$105K Buy
+10,898
New +$106K 0.01% 1275

Other funds holding NBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Belpointe Asset Management sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q2 2023, closing a stake of 10,898 shares — an estimated $105K sold.

Belpointe Asset Management first reported a position in NBO in Q1 2023 and held it in 1 quarter. The position peaked at $105K in Q1 2023. 23 funds tracked by Wall St. Rank hold NBO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 10,898 Neuberger Berman New York Municipal Fund Inc. shares in Q2 2023, an estimated $105K.
  • Belpointe Asset Management first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Neuberger Berman New York Municipal Fund Inc. position peaked at $105K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q2 2023.

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