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Belpointe Asset Management’s Reliance Steel & Aluminium RS Stock Holding History

Belpointe Asset Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-662
Closed -$170K – 2794
2023
Q1 		$170K Buy
662
+471
+247% +$111K 0.01% 1013
2022
Q4 		$38.7K Buy
+191
New +$38K ﹤0.01% 1764

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

Belpointe Asset Management sold out of Reliance Steel & Aluminium (RS) in Q2 2023, closing a stake of 662 shares — an estimated $170K sold.

Belpointe Asset Management first reported a position in RS in Q4 2022 and held it in 2 quarters. The position peaked at $170K in Q1 2023. 525 funds tracked by Wall St. Rank hold RS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Reliance Steel & Aluminium position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 662 Reliance Steel & Aluminium shares in Q2 2023, an estimated $170K.
  • Belpointe Asset Management first reported a position in Reliance Steel & Aluminium in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Reliance Steel & Aluminium position peaked at $170K in Q1 2023.
  • 525 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2023.

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