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Belpointe Asset Management’s Sylvamo SLVM Stock Holding History

Belpointe Asset Management’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-217
Closed -$10K – 2928
2023
Q1 		$10K Buy
217
+32
+17% +$1.52K ﹤0.01% 2716
2022
Q4 		$8.99K Buy
+185
New +$8.88K ﹤0.01% 2678

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 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 SLVM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 217 shares — an estimated $10K sold.

Belpointe Asset Management first reported a position in SLVM in Q4 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2023. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 217 Sylvamo shares in Q2 2023, an estimated $10K.
  • Belpointe Asset Management first reported a position in Sylvamo in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Sylvamo position peaked at $10K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

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