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Belpointe Asset Management’s SOBR Safe SOBR Stock Holding History

Belpointe Asset Management’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$1.55K – 2959
2023
Q1 		$1.55K Buy
+1
New +$1.97K ﹤0.01% 3383

Other funds holding SOBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

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

Belpointe Asset Management sold out of SOBR Safe (SOBR) in Q2 2023, closing a stake of 1 share — an estimated $1.55K sold.

Belpointe Asset Management first reported a position in SOBR in Q1 2023 and held it in 1 quarter. The position peaked at $1.55K in Q1 2023. 18 funds tracked by Wall St. Rank hold SOBR as of Q2 2023.

  • Belpointe Asset Management reported no remaining SOBR Safe position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1 SOBR Safe share in Q2 2023, an estimated $1.55K.
  • Belpointe Asset Management first reported a position in SOBR Safe in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's SOBR Safe position peaked at $1.55K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held SOBR Safe as of Q2 2023.

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