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Belpointe Asset Management’s Energous WATT Stock Holding History

Belpointe Asset Management’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-46
Closed -$6.55K – 721
2023
Q2 		$6.55K Hold
46
– – ﹤0.01% 610
2023
Q1 		$14.7K Hold
46
– – ﹤0.01% 2490
2022
Q4 		$22.8K Buy
+46
New +$27.7K ﹤0.01% 2087
2021
Q2 		– Sell
-52
Closed -$127K – 1185
2021
Q1 		$127K Buy
+52
New +$120K 0.01% 916

Other funds holding WATT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's WATT Position: Q3 2023 in Review

Belpointe Asset Management sold out of Energous (WATT) in Q3 2023, closing a stake of 46 shares — an estimated $6.55K sold.

Belpointe Asset Management first reported a position in WATT in Q1 2021 and held it in 4 quarters. The position peaked at $127K in Q1 2021. 24 funds tracked by Wall St. Rank hold WATT as of Q3 2023.

  • Belpointe Asset Management reported no remaining Energous position as of Q3 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 46 Energous shares in Q3 2023, an estimated $6.55K.
  • Belpointe Asset Management first reported a position in Energous in Q1 2021 and held it in 4 quarters.
  • Belpointe Asset Management's Energous position peaked at $127K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Energous as of Q3 2023.

Based on Belpointe Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.