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Ranch Capital Advisors’s Belpointe PREP OZ Stock Holding History

Ranch Capital Advisors’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
-2,470
Closed -$213K – 146
2023
Q2 		$213K Hold
2,470
– – 0.15% 134
2023
Q1 		$232K Hold
2,470
– – 0.17% 132
2022
Q4 		$247K Buy
+2,470
New +$235K 0.19% 127

Other funds holding OZ

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
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 $609B AUM 40.19% 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
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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Ranch Capital Advisors's OZ Position: Q3 2023 in Review

Ranch Capital Advisors sold out of Belpointe PREP (OZ) in Q3 2023, closing a stake of 2,470 shares — an estimated $213K sold.

Ranch Capital Advisors first reported a position in OZ in Q4 2022 and held it in 3 quarters. The position peaked at $247K in Q4 2022. 39 funds tracked by Wall St. Rank hold OZ as of Q3 2023.

  • Ranch Capital Advisors reported no remaining Belpointe PREP position as of Q3 2023 after selling out during the quarter.
  • Ranch Capital Advisors sold 2,470 Belpointe PREP shares in Q3 2023, an estimated $213K.
  • Ranch Capital Advisors first reported a position in Belpointe PREP in Q4 2022 and held it in 3 quarters.
  • Ranch Capital Advisors's Belpointe PREP position peaked at $247K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2023.

Based on Ranch Capital Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.