Lazard Asset Management
OZ icon

Lazard Asset Management’s Belpointe PREP OZ Stock Holding History

Lazard 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
2023
Q4 		– Sell
-260
Closed -$22K – 2402
2023
Q3 		$22K Buy
+260
New +$22.5K ﹤0.01% 2085
2023
Q2 		– Sell
-318
Closed -$29K – 2473
2023
Q1 		$29K Hold
318
– – ﹤0.01% 1957
2022
Q4 		$31K Buy
+318
New +$30.2K ﹤0.01% 2012

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

Lazard Asset Management's OZ Position: Q4 2023 in Review

Lazard Asset Management sold out of Belpointe PREP (OZ) in Q4 2023, closing a stake of 260 shares — an estimated $22K sold.

Lazard Asset Management first reported a position in OZ in Q4 2022 and held it in 3 quarters. The position peaked at $31K in Q4 2022. 42 funds tracked by Wall St. Rank hold OZ as of Q4 2023.

  • Lazard Asset Management reported no remaining Belpointe PREP position as of Q4 2023 after selling out during the quarter.
  • Lazard Asset Management sold 260 Belpointe PREP shares in Q4 2023, an estimated $22K.
  • Lazard Asset Management first reported a position in Belpointe PREP in Q4 2022 and held it in 3 quarters.
  • Lazard Asset Management's Belpointe PREP position peaked at $31K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Belpointe PREP as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.