BAM
SCS

Belpointe Asset Management’s Steelcase SCS Stock Holding History

Belpointe Asset Management’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-30
Closed -$248 – 2860
2023
Q1 		$248 Hold
30
– – ﹤0.01% 3654
2022
Q4 		$209 Buy
+30
New +$222 ﹤0.01% 3630

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Belpointe Asset Management sold out of Steelcase (SCS) in Q2 2023, closing a stake of 30 shares — an estimated $248 sold.

Belpointe Asset Management first reported a position in SCS in Q4 2022 and held it in 2 quarters. The position peaked at $248 in Q1 2023. 186 funds tracked by Wall St. Rank hold SCS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Steelcase position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 30 Steelcase shares in Q2 2023, an estimated $248.
  • Belpointe Asset Management first reported a position in Steelcase in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Steelcase position peaked at $248 in Q1 2023.
  • 186 funds tracked by Wall St. Rank held Steelcase as of Q2 2023.

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