AF
PBT

Advisornet Financial’s Permian Basin Royalty Trust PBT Stock Holding History

Advisornet Financial’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
2022
Q4 		– Sell
-1,200
Closed -$20K – 2460
2022
Q3 		$20K Hold
1,200
– – ﹤0.01% 1106
2022
Q2 		$20K Hold
1,200
– – ﹤0.01% 1129
2022
Q1 		$15K Hold
1,200
– – ﹤0.01% 1332
2021
Q4 		$12K Hold
1,200
– – ﹤0.01% 1436
2021
Q3 		$7K Hold
1,200
– – ﹤0.01% 1552
2021
Q2 		$7K Buy
+1,200
New +$5.23K ﹤0.01% 1512
2020
Q4 		– Sell
-32
Closed – – 1787
2020
Q3 		$0 Sell
32
-1,200
-97% -$3.68K ﹤0.01% 1832
2020
Q2 		$4K Hold
1,232
– – ﹤0.01% 1493
2020
Q1 		$3K Hold
1,232
– – ﹤0.01% 1530
2019
Q4 		$5K Hold
1,232
– – ﹤0.01% 1551
2019
Q3 		$6K Hold
1,232
– – ﹤0.01% 1510
2019
Q2 		$8K Buy
1,232
+1,200
+3,750% +$7.72K ﹤0.01% 1287
2019
Q1 		$0 Hold
32
– – ﹤0.01% 1633
2018
Q4 		$0 Hold
32
– – ﹤0.01% 1548
2018
Q3 		$0 Hold
32
– – ﹤0.01% 1578
2018
Q2 		$0 Hold
32
– – ﹤0.01% 1634
2018
Q1 		$0 Hold
32
– – ﹤0.01% 1448
2017
Q4 		$0 Buy
+32
New +$294 ﹤0.01% 1275

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
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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Advisornet Financial's PBT Position: Q4 2022 in Review

Advisornet Financial sold out of Permian Basin Royalty Trust (PBT) in Q4 2022, closing a stake of 1,200 shares — an estimated $20K sold.

Advisornet Financial first reported a position in PBT in Q4 2017 and held it in 18 quarters. The position peaked at $20K in Q3 2022. 77 funds tracked by Wall St. Rank hold PBT as of Q4 2022.

  • Advisornet Financial reported no remaining Permian Basin Royalty Trust position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 1,200 Permian Basin Royalty Trust shares in Q4 2022, an estimated $20K.
  • Advisornet Financial first reported a position in Permian Basin Royalty Trust in Q4 2017 and held it in 18 quarters.
  • Advisornet Financial's Permian Basin Royalty Trust position peaked at $20K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.