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Belpointe Asset Management’s Southside Bancshares SBSI Stock Holding History

Belpointe Asset Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-425
Closed -$14.1K – 2843
2023
Q1 		$14.1K Hold
425
– – ﹤0.01% 2519
2022
Q4 		$15.3K Buy
+425
New +$15.1K ﹤0.01% 2374

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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Belpointe Asset Management sold out of Southside Bancshares (SBSI) in Q2 2023, closing a stake of 425 shares — an estimated $14.1K sold.

Belpointe Asset Management first reported a position in SBSI in Q4 2022 and held it in 2 quarters. The position peaked at $15.3K in Q4 2022. 152 funds tracked by Wall St. Rank hold SBSI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Southside Bancshares position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 425 Southside Bancshares shares in Q2 2023, an estimated $14.1K.
  • Belpointe Asset Management first reported a position in Southside Bancshares in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Southside Bancshares position peaked at $15.3K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2023.

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