BAM
OCCI

Belpointe Asset Management’s OFS Credit Co OCCI Stock Holding History

Belpointe Asset Management’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$460 – 2426
2023
Q1 		$460 Hold
50
– – ﹤0.01% 3603
2022
Q4 		$406 Buy
+50
New +$440 ﹤0.01% 3571

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WEPOG
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Baird Financial Group
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AFG
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Thrivent Financial for Lutherans
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AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Osaic Holdings
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BRWA
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Belpointe Asset Management's OCCI Position: Q2 2023 in Review

Belpointe Asset Management sold out of OFS Credit Co (OCCI) in Q2 2023, closing a stake of 50 shares — an estimated $460 sold.

Belpointe Asset Management first reported a position in OCCI in Q4 2022 and held it in 2 quarters. The position peaked at $460 in Q1 2023. 21 funds tracked by Wall St. Rank hold OCCI as of Q2 2023.

  • Belpointe Asset Management reported no remaining OFS Credit Co position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 50 OFS Credit Co shares in Q2 2023, an estimated $460.
  • Belpointe Asset Management first reported a position in OFS Credit Co in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's OFS Credit Co position peaked at $460 in Q1 2023.
  • 21 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2023.

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