AWM
PBT

Accurate Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Accurate Wealth Management’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-379
Closed -$8.11K – 1058
2022
Q4 		$8.11K Buy
+379
New +$7.84K ﹤0.01% 913

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Wealth Management's PBT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Permian Basin Royalty Trust (PBT) in Q1 2023, closing a stake of 379 shares — an estimated $8.11K sold.

Accurate Wealth Management first reported a position in PBT in Q4 2022 and held it in 1 quarter. The position peaked at $8.11K in Q4 2022. 82 funds tracked by Wall St. Rank hold PBT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Permian Basin Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 379 Permian Basin Royalty Trust shares in Q1 2023, an estimated $8.11K.
  • Accurate Wealth Management first reported a position in Permian Basin Royalty Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Permian Basin Royalty Trust position peaked at $8.11K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.