Belpointe Asset Management’s Sprouts Farmers Market SFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,392	Closed	-$83.8K	–	2880
2023 Q1	$83.8K	Sell	2,392 -638	-21%	-$20.6K	﹤0.01%	1410
2022 Q4	$98.1K	Buy	+3,030	New	+$94.3K	0.01%	1254
2022 Q1	–	Sell	-4,588	Closed	-$136K	–	1297
2021 Q4	$136K	Sell	4,588 -12,691	-73%	-$318K	0.01%	1068
2021 Q3	$401K	Buy	17,279 +201	+1%	+$4.89K	0.03%	575
2021 Q2	$424K	Buy	+17,078	New	+$456K	0.03%	550

Other funds holding SFM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Belpointe Asset Management sold out of Sprouts Farmers Market (SFM) in Q2 2023, closing a stake of 2,392 shares — an estimated $83.8K sold.

Belpointe Asset Management first reported a position in SFM in Q2 2021 and held it in 5 quarters. The position peaked at $424K in Q2 2021. 405 funds tracked by Wall St. Rank hold SFM as of Q2 2023.

Belpointe Asset Management reported no remaining Sprouts Farmers Market position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,392 Sprouts Farmers Market shares in Q2 2023, an estimated $83.8K.
Belpointe Asset Management first reported a position in Sprouts Farmers Market in Q2 2021 and held it in 5 quarters.
Belpointe Asset Management's Sprouts Farmers Market position peaked at $424K in Q2 2021.
405 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2023.

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