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Belpointe Asset Management’s Gibraltar Industries ROCK Stock Holding History

Belpointe Asset Management’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-132
Closed -$6.4K – 2775
2023
Q1 		$6.4K Buy
132
+6
+5% +$307 ﹤0.01% 2915
2022
Q4 		$5.78K Buy
+126
New +$6.05K ﹤0.01% 2874

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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 ROCK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Gibraltar Industries (ROCK) in Q2 2023, closing a stake of 132 shares — an estimated $6.4K sold.

Belpointe Asset Management first reported a position in ROCK in Q4 2022 and held it in 2 quarters. The position peaked at $6.4K in Q1 2023. 230 funds tracked by Wall St. Rank hold ROCK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Gibraltar Industries position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 132 Gibraltar Industries shares in Q2 2023, an estimated $6.4K.
  • Belpointe Asset Management first reported a position in Gibraltar Industries in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Gibraltar Industries position peaked at $6.4K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2023.

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