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Belpointe Asset Management’s Werner Enterprises WERN Stock Holding History

Belpointe Asset Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$1.82K – 3360
2023
Q1 		$1.82K Hold
40
– – ﹤0.01% 3327
2022
Q4 		$1.61K Buy
+40
New +$1.63K ﹤0.01% 3325

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State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Belpointe Asset Management sold out of Werner Enterprises (WERN) in Q2 2023, closing a stake of 40 shares — an estimated $1.82K sold.

Belpointe Asset Management first reported a position in WERN in Q4 2022 and held it in 2 quarters. The position peaked at $1.82K in Q1 2023. 264 funds tracked by Wall St. Rank hold WERN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Werner Enterprises position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 40 Werner Enterprises shares in Q2 2023, an estimated $1.82K.
  • Belpointe Asset Management first reported a position in Werner Enterprises in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Werner Enterprises position peaked at $1.82K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2023.

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