Goldman Sachs’s Belpointe PREP OZ Stock Holding History

Goldman Sachs’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	-3,833	Closed	-$383K	–	6639
2022 Q1	$383K	Buy	+3,833	New	+$356K	﹤0.01%	5507

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 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

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Goldman Sachs's OZ Position: Q2 2022 in Review

Goldman Sachs sold out of Belpointe PREP (OZ) in Q2 2022, closing a stake of 3,833 shares — an estimated $383K sold.

Goldman Sachs first reported a position in OZ in Q1 2022 and held it in 1 quarter. The position peaked at $383K in Q1 2022. 32 funds tracked by Wall St. Rank hold OZ as of Q2 2022.

Goldman Sachs reported no remaining Belpointe PREP position as of Q2 2022 after selling out during the quarter.
Goldman Sachs sold 3,833 Belpointe PREP shares in Q2 2022, an estimated $383K.
Goldman Sachs first reported a position in Belpointe PREP in Q1 2022 and held it in 1 quarter.
Goldman Sachs's Belpointe PREP position peaked at $383K in Q1 2022.
32 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2022.

Based on Goldman Sachs's 13F filing for Q2 2022, filed 15 Aug 2022.