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Belpointe Asset Management’s Carriage Services CSV Stock Holding History

Belpointe Asset Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,500
Closed -$198K – 1159
2023
Q1 		$198K Buy
+6,500
New +$206K 0.01% 940

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

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

Belpointe Asset Management sold out of Carriage Services (CSV) in Q2 2023, closing a stake of 6,500 shares — an estimated $198K sold.

Belpointe Asset Management first reported a position in CSV in Q1 2023 and held it in 1 quarter. The position peaked at $198K in Q1 2023. 116 funds tracked by Wall St. Rank hold CSV as of Q2 2023.

  • Belpointe Asset Management reported no remaining Carriage Services position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6,500 Carriage Services shares in Q2 2023, an estimated $198K.
  • Belpointe Asset Management first reported a position in Carriage Services in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Carriage Services position peaked at $198K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Carriage Services as of Q2 2023.

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