Belpointe Asset Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-401	Closed	-$11.8K	–	3189
2023 Q1	$11.8K	Buy	401 +111	+38%	+$3.49K	﹤0.01%	2617
2022 Q4	$9.21K	Buy	+290	New	+$9.41K	﹤0.01%	2657
2020 Q3	–	Sell	-6,608	Closed	-$106K	–	824
2020 Q2	$106K	Buy	+6,608	New	+$108K	0.01%	708
2020 Q1	–	Sell	-1,820	Closed	-$131K	–	783
2019 Q4	$131K	Sell	1,820 -61	-3%	-$4.47K	0.02%	679
2019 Q3	$154K	Hold	1,881	–	–	0.02%	550
2019 Q2	$170K	Buy	1,881 +41	+2%	+$3.78K	0.03%	456
2019 Q1	$173K	Hold	1,840	–	–	0.03%	329
2018 Q4	$146K	Buy	1,840 +630	+52%	+$59.6K	0.04%	398
2018 Q3	$130K	Buy	+1,210	New	+$135K	0.02%	574

Other funds holding TYG

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Belpointe Asset Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2023, closing a stake of 401 shares — an estimated $11.8K sold.

Belpointe Asset Management first reported a position in TYG in Q3 2018 and held it in 9 quarters. The position peaked at $173K in Q1 2019. 104 funds tracked by Wall St. Rank hold TYG as of Q2 2023.

Belpointe Asset Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 401 Tortoise Energy Infrastructure Corp shares in Q2 2023, an estimated $11.8K.
Belpointe Asset Management first reported a position in Tortoise Energy Infrastructure Corp in Q3 2018 and held it in 9 quarters.
Belpointe Asset Management's Tortoise Energy Infrastructure Corp position peaked at $173K in Q1 2019.
104 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2023.

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