BAM
GMS

Belpointe Asset Management’s GMS Inc GMS Stock Holding History

Belpointe Asset Management’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-533
Closed -$30.9K – 1667
2023
Q1 		$30.9K Buy
533
+28
+6% +$1.59K ﹤0.01% 2033
2022
Q4 		$25.1K Buy
+505
New +$24.2K ﹤0.01% 2016

Other funds holding GMS

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Belpointe Asset Management sold out of GMS Inc (GMS) in Q2 2023, closing a stake of 533 shares — an estimated $30.9K sold.

Belpointe Asset Management first reported a position in GMS in Q4 2022 and held it in 2 quarters. The position peaked at $30.9K in Q1 2023. 272 funds tracked by Wall St. Rank hold GMS as of Q2 2023.

  • Belpointe Asset Management reported no remaining GMS Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 533 GMS Inc shares in Q2 2023, an estimated $30.9K.
  • Belpointe Asset Management first reported a position in GMS Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's GMS Inc position peaked at $30.9K in Q1 2023.
  • 272 funds tracked by Wall St. Rank held GMS Inc as of Q2 2023.

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