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Peak Planning Group’s Belpointe PREP OZ Stock Holding History

Peak Planning 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
2023
Q3 		– Sell
-5,046
Closed -$434K – 76
2023
Q2 		$434K Sell
5,046
-7,454
-60% -$686K 0.32% 52
2023
Q1 		$1.17M Sell
12,500
-4,000
-24% -$385K 0.95% 25
2022
Q4 		$1.65M Buy
+16,500
New +$1.57M 1.45% 19

Other funds holding OZ

PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $18.5B AUM 19.51% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Peak Planning Group's OZ Position: Q3 2023 in Review

Peak Planning Group sold out of Belpointe PREP (OZ) in Q3 2023, closing a stake of 5,046 shares — an estimated $434K sold.

Peak Planning Group first reported a position in OZ in Q4 2022 and held it in 3 quarters. The position peaked at $1.65M in Q4 2022. 39 funds tracked by Wall St. Rank hold OZ as of Q3 2023.

  • Peak Planning Group reported no remaining Belpointe PREP position as of Q3 2023 after selling out during the quarter.
  • Peak Planning Group sold 5,046 Belpointe PREP shares in Q3 2023, an estimated $434K.
  • Peak Planning Group first reported a position in Belpointe PREP in Q4 2022 and held it in 3 quarters.
  • Peak Planning Group's Belpointe PREP position peaked at $1.65M in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2023.

Based on Peak Planning Group's 13F filing for Q3 2023, filed 26 May 2026.