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Belpointe Asset Management’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Belpointe Asset Management’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-53
Closed -$2.26K – 3827
2022
Q4 		$2.26K Buy
+53
New +$2.28K ﹤0.01% 3221

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Belpointe Asset Management's QLC Position: Q1 2023 in Review

Belpointe Asset Management sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2023, closing a stake of 53 shares — an estimated $2.26K sold.

Belpointe Asset Management first reported a position in QLC in Q4 2022 and held it in 1 quarter. The position peaked at $2.26K in Q4 2022. 26 funds tracked by Wall St. Rank hold QLC as of Q1 2023.

  • Belpointe Asset Management reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 53 FlexShares US Quality Large Cap Index Fund shares in Q1 2023, an estimated $2.26K.
  • Belpointe Asset Management first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's FlexShares US Quality Large Cap Index Fund position peaked at $2.26K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.