RMR Wealth Builders’s Belpointe PREP OZ Stock Holding History

RMR Wealth Builders’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
2024 Q2	–	Sell	-3,823	Closed	-$233K	–	257
2024 Q1	$233K	Buy	+3,823	New	+$239K	0.03%	236

Other funds holding OZ

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

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

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

RMR Wealth Builders's OZ Position: Q2 2024 in Review

RMR Wealth Builders sold out of Belpointe PREP (OZ) in Q2 2024, closing a stake of 3,823 shares — an estimated $233K sold.

RMR Wealth Builders first reported a position in OZ in Q1 2024 and held it in 1 quarter. The position peaked at $233K in Q1 2024. 33 funds tracked by Wall St. Rank hold OZ as of Q2 2024.

RMR Wealth Builders reported no remaining Belpointe PREP position as of Q2 2024 after selling out during the quarter.
RMR Wealth Builders sold 3,823 Belpointe PREP shares in Q2 2024, an estimated $233K.
RMR Wealth Builders first reported a position in Belpointe PREP in Q1 2024 and held it in 1 quarter.
RMR Wealth Builders's Belpointe PREP position peaked at $233K in Q1 2024.
33 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2024.

Based on RMR Wealth Builders's 13F filing for Q2 2024, filed 23 Jul 2024.