JWM
OZ icon

Janiczek Wealth Management’s Belpointe PREP OZ Stock Holding History

Janiczek Wealth 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
2023
Q4 		– Sell
-222
Closed -$19K – 1164
2023
Q3 		$19K Hold
222
– – 0.01% 528
2023
Q2 		$19.1K Hold
222
– – 0.01% 469
2023
Q1 		$20.8K Hold
222
– – 0.01% 446
2022
Q4 		$21.5K Hold
222
– – 0.01% 446
2022
Q3 		$20K Hold
222
– – 0.01% 452
2022
Q2 		$22K Buy
+222
New +$22K 0.01% 453

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

Janiczek Wealth Management's OZ Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Belpointe PREP (OZ) in Q4 2023, closing a stake of 222 shares — an estimated $19K sold.

Janiczek Wealth Management first reported a position in OZ in Q2 2022 and held it in 6 quarters. The position peaked at $22K in Q2 2022. 42 funds tracked by Wall St. Rank hold OZ as of Q4 2023.

  • Janiczek Wealth Management reported no remaining Belpointe PREP position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 222 Belpointe PREP shares in Q4 2023, an estimated $19K.
  • Janiczek Wealth Management first reported a position in Belpointe PREP in Q2 2022 and held it in 6 quarters.
  • Janiczek Wealth Management's Belpointe PREP position peaked at $22K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held Belpointe PREP as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.