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DHJJ Financial Advisors’s Belpointe PREP OZ Stock Holding History

DHJJ Financial Advisors’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
Q4 		– Sell
-11
Closed -$943 – 816
2023
Q3 		$943 Buy
+11
New +$953 ﹤0.01% 580

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 $332M AUM 45.63% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return

DHJJ Financial Advisors's OZ Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of Belpointe PREP (OZ) in Q4 2023, closing a stake of 11 shares — an estimated $943 sold.

DHJJ Financial Advisors first reported a position in OZ in Q3 2023 and held it in 1 quarter. The position peaked at $943 in Q3 2023. 42 funds tracked by Wall St. Rank hold OZ as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Belpointe PREP position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 11 Belpointe PREP shares in Q4 2023, an estimated $943.
  • DHJJ Financial Advisors first reported a position in Belpointe PREP in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's Belpointe PREP position peaked at $943 in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Belpointe PREP as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.