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Belpointe Asset Management’s Commercial Metals CMC Stock Holding History

Belpointe Asset Management’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-814
Closed -$39.8K – 1079
2023
Q1 		$39.8K Sell
814
-2,369
-74% -$123K ﹤0.01% 1851
2022
Q4 		$154K Buy
+3,183
New +$146K 0.01% 1013

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Belpointe Asset Management sold out of Commercial Metals (CMC) in Q2 2023, closing a stake of 814 shares — an estimated $39.8K sold.

Belpointe Asset Management first reported a position in CMC in Q4 2022 and held it in 2 quarters. The position peaked at $154K in Q4 2022. 430 funds tracked by Wall St. Rank hold CMC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Commercial Metals position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 814 Commercial Metals shares in Q2 2023, an estimated $39.8K.
  • Belpointe Asset Management first reported a position in Commercial Metals in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Commercial Metals position peaked at $154K in Q4 2022.
  • 430 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2023.

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