Anchor Risk MGD Eq STR-InstATESX

13F holders, Q2 2024 (June 30)
2holders +1
1new positions
0sold out
$15.00avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Anchor Risk MGD Eq STR-Inst (ATESX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($10K) and Belpointe Asset Management LLC ($2K).

Company
Anchor Risk MGD Eq STR-Inst
CUSIP
66538H823
Latest filing quarter
Q4 2024

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$2K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 108 shares bought, net +108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Tucker Asset Management LLC 0.00% No change 655 $10K
Belpointe Asset Management LLC 0.00% New 108 $2K

"% of holder's portfolio" is ATESX's weight in each manager's 13F, not the share of Anchor Risk MGD Eq STR-Inst the manager owns.