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Coppell Advisory Solutions Corp’s Belpointe PREP OZ Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$220K Buy
+3,609
New +$225K 0.04% 242
2023
Q1 		$337K Sell
3,609
-33
-0.9% -$3.17K 0.11% 144
2022
Q4 		$364K Buy
+3,642
New +$346K 0.12% 129

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
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
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
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Coppell Advisory Solutions Corp's OZ Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Belpointe PREP (OZ) in Q1 2024: 3,609 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #242 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in OZ as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in OZ in Q4 2022 and has held it in 3 quarters since. The position peaked at $364K in Q4 2022. 38 funds tracked by Wall St. Rank hold OZ as of Q1 2024.

  • Coppell Advisory Solutions Corp held 3,609 shares of Belpointe PREP worth $220K as of Q1 2024.
  • Belpointe PREP was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Belpointe PREP made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #242 holding.
  • Coppell Advisory Solutions Corp first reported a position in Belpointe PREP in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Belpointe PREP position peaked at $364K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.