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Belpointe Asset Management’s Warrior Met Coal HCC Stock Holding History

Belpointe Asset Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-83
Closed -$3.05K – 1729
2023
Q1 		$3.05K Buy
83
+53
+177% +$1.96K ﹤0.01% 3190
2022
Q4 		$1.04K Buy
+30
New +$1.06K ﹤0.01% 3428

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KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

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

Belpointe Asset Management sold out of Warrior Met Coal (HCC) in Q2 2023, closing a stake of 83 shares — an estimated $3.05K sold.

Belpointe Asset Management first reported a position in HCC in Q4 2022 and held it in 2 quarters. The position peaked at $3.05K in Q1 2023. 241 funds tracked by Wall St. Rank hold HCC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Warrior Met Coal position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 83 Warrior Met Coal shares in Q2 2023, an estimated $3.05K.
  • Belpointe Asset Management first reported a position in Warrior Met Coal in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Warrior Met Coal position peaked at $3.05K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2023.

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