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Belpointe Asset Management’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Belpointe Asset Management’s Portfolio QLV Stock Details QLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-70
Closed -$3.6K – 2686
2023
Q1 		$3.6K Hold
70
– – ﹤0.01% 3131
2022
Q4 		$3.52K Buy
+70
New +$3.5K ﹤0.01% 3055

Other funds holding QLV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 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 $279M AUM 35.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Belpointe Asset Management sold out of FlexShares US Quality Low Volatility Index Fund (QLV) in Q2 2023, closing a stake of 70 shares — an estimated $3.6K sold.

Belpointe Asset Management first reported a position in QLV in Q4 2022 and held it in 2 quarters. The position peaked at $3.6K in Q1 2023. 24 funds tracked by Wall St. Rank hold QLV as of Q2 2023.

  • Belpointe Asset Management reported no remaining FlexShares US Quality Low Volatility Index Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 70 FlexShares US Quality Low Volatility Index Fund shares in Q2 2023, an estimated $3.6K.
  • Belpointe Asset Management first reported a position in FlexShares US Quality Low Volatility Index Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's FlexShares US Quality Low Volatility Index Fund position peaked at $3.6K in Q1 2023.
  • 24 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q2 2023.

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