CAM
OZ icon

Creekmur Asset Management’s Belpointe PREP OZ Stock Holding History

Creekmur Asset Management’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
Q3 		– Sell
-60
Closed -$3.47K – 1092
2024
Q2 		$3.47K Sell
60
-85
-59% -$5.06K ﹤0.01% 636
2024
Q1 		$8.83K Sell
145
-120
-45% -$7.49K ﹤0.01% 498
2023
Q4 		$20.5K Buy
+265
New +$19.1K 0.01% 423

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
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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 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

Creekmur Asset Management's OZ Position: Q3 2024 in Review

Creekmur Asset Management sold out of Belpointe PREP (OZ) in Q3 2024, closing a stake of 60 shares — an estimated $3.47K sold.

Creekmur Asset Management first reported a position in OZ in Q4 2023 and held it in 3 quarters. The position peaked at $20.5K in Q4 2023. 40 funds tracked by Wall St. Rank hold OZ as of Q3 2024.

  • Creekmur Asset Management reported no remaining Belpointe PREP position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 60 Belpointe PREP shares in Q3 2024, an estimated $3.47K.
  • Creekmur Asset Management first reported a position in Belpointe PREP in Q4 2023 and held it in 3 quarters.
  • Creekmur Asset Management's Belpointe PREP position peaked at $20.5K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.