BAM
EQC

Belpointe Asset Management’s Equity Commonwealth EQC Stock Holding History

Belpointe Asset Management’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-342
Closed -$7.08K – 3511
2023
Q1 		$7.08K Sell
342
-20
-6% -$464 ﹤0.01% 2882
2022
Q4 		$9.04K Buy
+362
New +$9.25K ﹤0.01% 2674
2021
Q4 		– Sell
-4,115
Closed -$107K – 1265
2021
Q3 		$107K Sell
4,115
-250
-6% -$6.58K 0.01% 1132
2021
Q2 		$114K Buy
+4,365
New +$121K 0.01% 1074

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Belpointe Asset Management sold out of Equity Commonwealth (EQC) in Q2 2023, closing a stake of 342 shares — an estimated $7.08K sold.

Belpointe Asset Management first reported a position in EQC in Q2 2021 and held it in 4 quarters. The position peaked at $114K in Q2 2021. 255 funds tracked by Wall St. Rank hold EQC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Equity Commonwealth position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 342 Equity Commonwealth shares in Q2 2023, an estimated $7.08K.
  • Belpointe Asset Management first reported a position in Equity Commonwealth in Q2 2021 and held it in 4 quarters.
  • Belpointe Asset Management's Equity Commonwealth position peaked at $114K in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2023.

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