BAM
PPT

Belpointe Asset Management’s Franklin Premier Income Trust PPT Stock Holding History

Belpointe Asset Management’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,031
Closed -$7.23K – 2617
2023
Q1 		$7.23K Hold
2,031
– – ﹤0.01% 2874
2022
Q4 		$7.37K Buy
+2,031
New +$7.39K ﹤0.01% 2762

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Belpointe Asset Management sold out of Franklin Premier Income Trust (PPT) in Q2 2023, closing a stake of 2,031 shares — an estimated $7.23K sold.

Belpointe Asset Management first reported a position in PPT in Q4 2022 and held it in 2 quarters. The position peaked at $7.37K in Q4 2022. 84 funds tracked by Wall St. Rank hold PPT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Franklin Premier Income Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,031 Franklin Premier Income Trust shares in Q2 2023, an estimated $7.23K.
  • Belpointe Asset Management first reported a position in Franklin Premier Income Trust in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Franklin Premier Income Trust position peaked at $7.37K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2023.

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