Belpointe Asset Management’s Vermilion Energy VET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-844	Closed	-$10.9K	–	3275
2023 Q1	$10.9K	Sell	844 -1	-0.1%	-$14	﹤0.01%	2669
2022 Q4	$15K	Buy	+845	New	+$17.2K	﹤0.01%	2397
2020 Q3	–	Sell	-110,991	Closed	-$495K	–	825
2020 Q2	$495K	Sell	110,991 -159,051	-59%	-$749K	0.06%	311
2020 Q1	$840K	Buy	+270,042	New	+$3.01M	0.15%	163

Other funds holding VET

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Belpointe Asset Management sold out of Vermilion Energy (VET) in Q2 2023, closing a stake of 844 shares — an estimated $10.9K sold.

Belpointe Asset Management first reported a position in VET in Q1 2020 and held it in 4 quarters. The position peaked at $840K in Q1 2020. 155 funds tracked by Wall St. Rank hold VET as of Q2 2023.

Belpointe Asset Management reported no remaining Vermilion Energy position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 844 Vermilion Energy shares in Q2 2023, an estimated $10.9K.
Belpointe Asset Management first reported a position in Vermilion Energy in Q1 2020 and held it in 4 quarters.
Belpointe Asset Management's Vermilion Energy position peaked at $840K in Q1 2020.
155 funds tracked by Wall St. Rank held Vermilion Energy as of Q2 2023.

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