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Fortitude Advisory Group’s Belpointe PREP OZ Stock Holding History

Fortitude Advisory Group’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 		– Sell
-4,567
Closed -$353K – 231
2023
Q4 		$353K Buy
+4,567
New +$330K 0.21% 104

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

Fortitude Advisory Group's OZ Position: Q1 2024 in Review

Fortitude Advisory Group sold out of Belpointe PREP (OZ) in Q1 2024, closing a stake of 4,567 shares — an estimated $353K sold.

Fortitude Advisory Group first reported a position in OZ in Q4 2023 and held it in 1 quarter. The position peaked at $353K in Q4 2023. 38 funds tracked by Wall St. Rank hold OZ as of Q1 2024.

  • Fortitude Advisory Group reported no remaining Belpointe PREP position as of Q1 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,567 Belpointe PREP shares in Q1 2024, an estimated $353K.
  • Fortitude Advisory Group first reported a position in Belpointe PREP in Q4 2023 and held it in 1 quarter.
  • Fortitude Advisory Group's Belpointe PREP position peaked at $353K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.