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Belpointe Asset Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Belpointe Asset Management’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,353
Closed -$254K – 981
2024
Q2 		$254K Buy
+5,353
New +$253K 0.02% 640
2023
Q2 		– Sell
-155
Closed -$7.35K – 2912
2023
Q1 		$7.35K Buy
+155
New +$7.3K ﹤0.01% 2866

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belpointe Asset Management's SKOR Position: Q3 2024 in Review

Belpointe Asset Management sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q3 2024, closing a stake of 5,353 shares — an estimated $254K sold.

Belpointe Asset Management first reported a position in SKOR in Q1 2023 and held it in 2 quarters. The position peaked at $254K in Q2 2024. 45 funds tracked by Wall St. Rank hold SKOR as of Q3 2024.

  • Belpointe Asset Management reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q3 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 5,353 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q3 2024, an estimated $254K.
  • Belpointe Asset Management first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q1 2023 and held it in 2 quarters.
  • Belpointe Asset Management's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $254K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.