Belpointe Asset Management’s PetMed Express PETS Stock Holding History

Belpointe Asset Management’s Portfolio PETS Stock Details PETS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-26	Closed	-$430	–	2537
2023 Q1	$430	Buy	26 +4	+18%	+$75	﹤0.01%	3607
2022 Q4	$392	Buy	+22	New	+$437	﹤0.01%	3573
2021 Q2	–	Sell	-4,430	Closed	-$156K	–	1168
2021 Q1	$156K	Buy	4,430 +100	+2%	+$3.48K	0.01%	837
2020 Q4	$139K	Buy	+4,330	New	+$133K	0.01%	827

Other funds holding PETS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Belpointe Asset Management sold out of PetMed Express (PETS) in Q2 2023, closing a stake of 26 shares — an estimated $430 sold.

Belpointe Asset Management first reported a position in PETS in Q4 2020 and held it in 4 quarters. The position peaked at $156K in Q1 2021. 149 funds tracked by Wall St. Rank hold PETS as of Q2 2023.

Belpointe Asset Management reported no remaining PetMed Express position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 26 PetMed Express shares in Q2 2023, an estimated $430.
Belpointe Asset Management first reported a position in PetMed Express in Q4 2020 and held it in 4 quarters.
Belpointe Asset Management's PetMed Express position peaked at $156K in Q1 2021.
149 funds tracked by Wall St. Rank held PetMed Express as of Q2 2023.

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