GAM
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Gemmer Asset Management’s Belpointe PREP OZ Stock Holding History

Gemmer 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
2022
Q2 		– Sell
-55
Closed -$5K – 828
2022
Q1 		$5K Hold
55
– – ﹤0.01% 946
2021
Q4 		$6K Buy
+55
New +$5.51K ﹤0.01% 931

Other funds holding OZ

PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Gemmer Asset Management's OZ Position: Q2 2022 in Review

Gemmer Asset Management sold out of Belpointe PREP (OZ) in Q2 2022, closing a stake of 55 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in OZ in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 32 funds tracked by Wall St. Rank hold OZ as of Q2 2022.

  • Gemmer Asset Management reported no remaining Belpointe PREP position as of Q2 2022 after selling out during the quarter.
  • Gemmer Asset Management sold 55 Belpointe PREP shares in Q2 2022, an estimated $5K.
  • Gemmer Asset Management first reported a position in Belpointe PREP in Q4 2021 and held it in 2 quarters.
  • Gemmer Asset Management's Belpointe PREP position peaked at $6K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.