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Schonfeld Strategic Advisors’s Belpointe PREP OZ Stock Holding History

Schonfeld Strategic 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
2022
Q1 		– Sell
-3,100
Closed -$310K – 2830
2021
Q4 		$310K Buy
+3,100
New +$310K ﹤0.01% 1494

Other funds holding OZ

PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Schonfeld Strategic Advisors's OZ Position: Q1 2022 in Review

Schonfeld Strategic Advisors sold out of Belpointe PREP (OZ) in Q1 2022, closing a stake of 3,100 shares — an estimated $310K sold.

Schonfeld Strategic Advisors first reported a position in OZ in Q4 2021 and held it in 1 quarter. The position peaked at $310K in Q4 2021. 26 funds tracked by Wall St. Rank hold OZ as of Q1 2022.

  • Schonfeld Strategic Advisors reported no remaining Belpointe PREP position as of Q1 2022 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 3,100 Belpointe PREP shares in Q1 2022, an estimated $310K.
  • Schonfeld Strategic Advisors first reported a position in Belpointe PREP in Q4 2021 and held it in 1 quarter.
  • Schonfeld Strategic Advisors's Belpointe PREP position peaked at $310K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2022, filed 16 May 2022.