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Belpointe Asset Management’s Resources Connection RGP Stock Holding History

Belpointe Asset Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$171 – 2741
2023
Q1 		$171 Buy
+10
New +$176 ﹤0.01% 3689

Other funds holding RGP

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Belpointe Asset Management sold out of Resources Connection (RGP) in Q2 2023, closing a stake of 10 shares — an estimated $171 sold.

Belpointe Asset Management first reported a position in RGP in Q1 2023 and held it in 1 quarter. The position peaked at $171 in Q1 2023. 174 funds tracked by Wall St. Rank hold RGP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Resources Connection position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 10 Resources Connection shares in Q2 2023, an estimated $171.
  • Belpointe Asset Management first reported a position in Resources Connection in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Resources Connection position peaked at $171 in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Resources Connection as of Q2 2023.

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