Accel Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

Accel Wealth Management’s Portfolio SBR Stock Details SBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-49	Closed	-$3.52K	–	724
2023 Q1	$3.52K	Hold	49	–	–	﹤0.01%	1046
2022 Q4	$4.19K	Hold	49	–	–	﹤0.01%	841
2022 Q3	$4K	Hold	49	–	–	﹤0.01%	878
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	868
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	861
2021 Q4	$2K	Buy	+49	New	+$2.08K	﹤0.01%	887
2021 Q3	–	Sell	-49	Closed	-$2K	–	879
2021 Q2	$2K	Hold	49	–	–	﹤0.01%	866
2021 Q1	$1K	Buy	+49	New	+$1.54K	﹤0.01%	855

Other funds holding SBR

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

Accel Wealth Management's SBR Position: Q2 2023 in Review

Accel Wealth Management sold out of Sabine Royalty Trust (SBR) in Q2 2023, closing a stake of 49 shares — an estimated $3.52K sold.

Accel Wealth Management first reported a position in SBR in Q1 2021 and held it in 8 quarters. The position peaked at $4.19K in Q4 2022. 123 funds tracked by Wall St. Rank hold SBR as of Q2 2023.

Accel Wealth Management reported no remaining Sabine Royalty Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 49 Sabine Royalty Trust shares in Q2 2023, an estimated $3.52K.
Accel Wealth Management first reported a position in Sabine Royalty Trust in Q1 2021 and held it in 8 quarters.
Accel Wealth Management's Sabine Royalty Trust position peaked at $4.19K in Q4 2022.
123 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.