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Claraphi Advisory Network’s Belpointe PREP OZ Stock Holding History

Claraphi Advisory Network’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
2022
Q4 		$1.32M Buy
13,218
+6,609
+100% +$627K 0.53% 56
2022
Q3 		$558K Hold
6,609
– – 0.3% 90
2022
Q2 		$646K Hold
6,609
– – 0.23% 105
2022
Q1 		$660K Hold
6,609
– – 0.19% 116
2021
Q4 		$661K Buy
+6,609
New +$662K 0.23% 106

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Claraphi Advisory Network's OZ Position: Q4 2022 in Review

Claraphi Advisory Network increased its Belpointe PREP (OZ) stake by 100% in Q4 2022, buying an estimated $627K and bringing the position to 13,218 shares worth $1.32M. The position accounts for 0.53% of the portfolio, ranked #56.

Claraphi Advisory Network first reported a position in OZ in Q4 2021 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold OZ as of Q4 2022.

  • Claraphi Advisory Network held 13,218 shares of Belpointe PREP worth $1.32M as of Q4 2022.
  • Claraphi Advisory Network bought 6,609 Belpointe PREP shares in Q4 2022, an estimated $627K.
  • Belpointe PREP made up 0.53% of Claraphi Advisory Network's portfolio in Q4 2022, its #56 holding.
  • Claraphi Advisory Network first reported a position in Belpointe PREP in Q4 2021 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Belpointe PREP as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.