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Belpointe Asset Management’s Eastern Bankshares EBC Stock Holding History

Belpointe Asset Management’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$2.52K – 1323
2023
Q1 		$2.52K Hold
200
– – ﹤0.01% 3245
2022
Q4 		$3.45K Buy
+200
New +$3.83K ﹤0.01% 3064

Other funds holding EBC

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Belpointe Asset Management sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 200 shares — an estimated $2.52K sold.

Belpointe Asset Management first reported a position in EBC in Q4 2022 and held it in 2 quarters. The position peaked at $3.45K in Q4 2022. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 200 Eastern Bankshares shares in Q2 2023, an estimated $2.52K.
  • Belpointe Asset Management first reported a position in Eastern Bankshares in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Eastern Bankshares position peaked at $3.45K in Q4 2022.
  • 179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

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