Cantor Fitzgerald’s Belpointe PREP OZ Stock Holding History

Cantor Fitzgerald’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
2023 Q1	–	Sell	-2,000	Closed	-$200K	–	714
2022 Q4	$200K	Buy	+2,000	New	+$190K	﹤0.01%	575

Other funds holding OZ

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Cantor Fitzgerald's OZ Position: Q1 2023 in Review

Cantor Fitzgerald sold out of Belpointe PREP (OZ) in Q1 2023, closing a stake of 2,000 shares — an estimated $200K sold.

Cantor Fitzgerald first reported a position in OZ in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 43 funds tracked by Wall St. Rank hold OZ as of Q1 2023.

Cantor Fitzgerald reported no remaining Belpointe PREP position as of Q1 2023 after selling out during the quarter.
Cantor Fitzgerald sold 2,000 Belpointe PREP shares in Q1 2023, an estimated $200K.
Cantor Fitzgerald first reported a position in Belpointe PREP in Q4 2022 and held it in 1 quarter.
Cantor Fitzgerald's Belpointe PREP position peaked at $200K in Q4 2022.
43 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2023.

Based on Cantor Fitzgerald's 13F filing for Q1 2023, filed 15 May 2023.