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Belpointe Asset Management’s FirstCash FCFS Stock Holding History

Belpointe Asset Management’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-45
Closed -$4.29K – 1473
2023
Q1 		$4.29K Buy
45
+15
+50% +$1.35K ﹤0.01% 3075
2022
Q4 		$2.61K Buy
+30
New +$2.66K ﹤0.01% 3169

Other funds holding FCFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 FCFS Position: Q2 2023 in Review

Belpointe Asset Management sold out of FirstCash (FCFS) in Q2 2023, closing a stake of 45 shares — an estimated $4.29K sold.

Belpointe Asset Management first reported a position in FCFS in Q4 2022 and held it in 2 quarters. The position peaked at $4.29K in Q1 2023. 274 funds tracked by Wall St. Rank hold FCFS as of Q2 2023.

  • Belpointe Asset Management reported no remaining FirstCash position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 45 FirstCash shares in Q2 2023, an estimated $4.29K.
  • Belpointe Asset Management first reported a position in FirstCash in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's FirstCash position peaked at $4.29K in Q1 2023.
  • 274 funds tracked by Wall St. Rank held FirstCash as of Q2 2023.

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