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Belpointe Asset Management’s SPX Corp SPXC Stock Holding History

Belpointe Asset Management’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-425
Closed -$30K – 2997
2023
Q1 		$30K Buy
425
+120
+39% +$8.51K ﹤0.01% 2050
2022
Q4 		$20K Buy
+305
New +$20K ﹤0.01% 2185

Other funds holding SPXC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Belpointe Asset Management sold out of SPX Corp (SPXC) in Q2 2023, closing a stake of 425 shares — an estimated $30K sold.

Belpointe Asset Management first reported a position in SPXC in Q4 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2023. 293 funds tracked by Wall St. Rank hold SPXC as of Q2 2023.

  • Belpointe Asset Management reported no remaining SPX Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 425 SPX Corp shares in Q2 2023, an estimated $30K.
  • Belpointe Asset Management first reported a position in SPX Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's SPX Corp position peaked at $30K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held SPX Corp as of Q2 2023.

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