BAM
ONT

Belpointe Asset Management’s Onterris Inc ONT Stock Holding History

Belpointe Asset Management’s Portfolio ONT Stock Details ONT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,295
Closed -$46.2K – 2211
2023
Q1 		$46.2K Hold
1,295
– – ﹤0.01% 1745
2022
Q4 		$57.5K Buy
+1,295
New +$54.8K ﹤0.01% 1521

Other funds holding ONT

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FAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return

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

Belpointe Asset Management sold out of Onterris Inc (ONT) in Q2 2023, closing a stake of 1,295 shares — an estimated $46.2K sold.

Belpointe Asset Management first reported a position in ONT in Q4 2022 and held it in 2 quarters. The position peaked at $57.5K in Q4 2022. 144 funds tracked by Wall St. Rank hold ONT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Onterris Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,295 Onterris Inc shares in Q2 2023, an estimated $46.2K.
  • Belpointe Asset Management first reported a position in Onterris Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Onterris Inc position peaked at $57.5K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Onterris Inc as of Q2 2023.

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