BAM
NYC

Belpointe Asset Management’s American Strategic Investment Co NYC Stock Holding History

Belpointe Asset Management’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-142
Closed -$1.21K – 2415
2023
Q1 		$1.21K Buy
142
+6
+4% +$70 ﹤0.01% 3439
2022
Q4 		$1.93K Buy
+136
New +$2.93K ﹤0.01% 3273

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TRCT
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BlackRock
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Royal Bank of Canada
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SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

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

Belpointe Asset Management sold out of American Strategic Investment Co (NYC) in Q2 2023, closing a stake of 142 shares — an estimated $1.21K sold.

Belpointe Asset Management first reported a position in NYC in Q4 2022 and held it in 2 quarters. The position peaked at $1.93K in Q4 2022. 24 funds tracked by Wall St. Rank hold NYC as of Q2 2023.

  • Belpointe Asset Management reported no remaining American Strategic Investment Co position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 142 American Strategic Investment Co shares in Q2 2023, an estimated $1.21K.
  • Belpointe Asset Management first reported a position in American Strategic Investment Co in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's American Strategic Investment Co position peaked at $1.93K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2023.

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