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Atomi Financial Group’s Belpointe PREP OZ Stock Holding History

Atomi Financial Group’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,786
Closed -$2.12M – 1011
2024
Q3 		$2.12M Buy
30,786
+4,064
+15% +$265K 0.13% 129
2024
Q2 		$1.55M Buy
26,722
+8,139
+44% +$485K 0.11% 143
2024
Q1 		$1.13M Buy
18,583
+8,958
+93% +$559K 0.1% 171
2023
Q4 		$744K Buy
9,625
+7,041
+272% +$508K 0.1% 179
2023
Q3 		$221K Sell
2,584
-8,166
-76% -$707K 0.07% 301
2023
Q2 		$925K Buy
10,750
+8,166
+316% +$752K 0.42% 66
2023
Q1 		$242K Buy
+2,584
New +$249K 0.14% 176

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Atomi Financial Group's OZ Position: Q4 2024 in Review

Atomi Financial Group sold out of Belpointe PREP (OZ) in Q4 2024, closing a stake of 30,786 shares — an estimated $2.12M sold.

Atomi Financial Group first reported a position in OZ in Q1 2023 and held it in 7 quarters. The position peaked at $2.12M in Q3 2024. 47 funds tracked by Wall St. Rank hold OZ as of Q4 2024.

  • Atomi Financial Group reported no remaining Belpointe PREP position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 30,786 Belpointe PREP shares in Q4 2024, an estimated $2.12M.
  • Atomi Financial Group first reported a position in Belpointe PREP in Q1 2023 and held it in 7 quarters.
  • Atomi Financial Group's Belpointe PREP position peaked at $2.12M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Belpointe PREP as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.