Belpointe Asset Management’s Bank of South Carolina BKSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16	Closed	-$247	–	3716
2023 Q1	$247	Buy	16 +1	+7%	+$16	﹤0.01%	3655
2022 Q4	$253	Buy	+15	New	+$249	﹤0.01%	3613

Other funds holding BKSC

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIMC

Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Belpointe Asset Management sold out of Bank of South Carolina (BKSC) in Q2 2023, closing a stake of 16 shares — an estimated $247 sold.

Belpointe Asset Management first reported a position in BKSC in Q4 2022 and held it in 2 quarters. The position peaked at $253 in Q4 2022. 21 funds tracked by Wall St. Rank hold BKSC as of Q2 2023.

Belpointe Asset Management reported no remaining Bank of South Carolina position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 16 Bank of South Carolina shares in Q2 2023, an estimated $247.
Belpointe Asset Management first reported a position in Bank of South Carolina in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Bank of South Carolina position peaked at $253 in Q4 2022.
21 funds tracked by Wall St. Rank held Bank of South Carolina as of Q2 2023.

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