Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAM
Belpointe Asset Management’s
PagerDuty
PD
Stock Holding History
Belpointe Asset Management’s Portfolio
PD Stock Details
PD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-171
Closed
-$5.98K
–
2523
2023
Q1
$5.98K
Sell
171
-1,044
-86%
-$30.7K
﹤0.01%
2943
2022
Q4
$32.3K
Buy
+1,215
New
+$28.7K
﹤0.01%
1861
2022
Q1
–
Sell
-2,892
Closed
-$100K
–
1287
2021
Q4
$100K
Hold
2,892
–
–
0.01%
1194
2021
Q3
$120K
Sell
2,892
-7,600
-72%
-$322K
0.01%
1080
2021
Q2
$447K
Buy
10,492
+3,277
+45%
+$133K
0.03%
534
2021
Q1
$290K
Buy
+7,215
New
+$330K
0.02%
616
Other funds holding PD
AIM
ARK Investment Management
St. Petersburg, Florida
$12.9B AUM
64.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo, Japan
$154B AUM
29.96%
1-Year Est. Return
RC
RGM Capital
Naples, Florida
$2.06B AUM
8.49%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Loomis, Sayles & Company
Boston, Massachusetts
$74.3B AUM
24.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close