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Belpointe Asset Management’s First Financial Bankshares FFIN Stock Holding History

Belpointe Asset Management’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-490
Closed -$15.6K – 1500
2023
Q1 		$15.6K Buy
+490
New +$17K ﹤0.01% 2454

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Belpointe Asset Management sold out of First Financial Bankshares (FFIN) in Q2 2023, closing a stake of 490 shares — an estimated $15.6K sold.

Belpointe Asset Management first reported a position in FFIN in Q1 2023 and held it in 1 quarter. The position peaked at $15.6K in Q1 2023. 260 funds tracked by Wall St. Rank hold FFIN as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Financial Bankshares position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 490 First Financial Bankshares shares in Q2 2023, an estimated $15.6K.
  • Belpointe Asset Management first reported a position in First Financial Bankshares in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's First Financial Bankshares position peaked at $15.6K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2023.

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