AF
STR

Advisornet Financial’s Sitio Royalties STR Stock Holding History

Advisornet Financial’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,111
Closed -$26.1K – 2472
2023
Q4 		$26.1K Buy
1,111
+224
+25% +$5.2K ﹤0.01% 1003
2023
Q3 		$21.5K Buy
887
+213
+32% +$5.48K ﹤0.01% 1010
2023
Q2 		$17.7K Buy
674
+29
+4% +$742 ﹤0.01% 1136
2023
Q1 		$14.6K Buy
645
+620
+2,480% +$15.4K ﹤0.01% 1184
2022
Q4 		$721 Buy
+25
New +$724 ﹤0.01% 1931

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisornet Financial's STR Position: Q1 2024 in Review

Advisornet Financial sold out of Sitio Royalties (STR) in Q1 2024, closing a stake of 1,111 shares — an estimated $26.1K sold.

Advisornet Financial first reported a position in STR in Q4 2022 and held it in 5 quarters. The position peaked at $26.1K in Q4 2023. 215 funds tracked by Wall St. Rank hold STR as of Q1 2024.

  • Advisornet Financial reported no remaining Sitio Royalties position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 1,111 Sitio Royalties shares in Q1 2024, an estimated $26.1K.
  • Advisornet Financial first reported a position in Sitio Royalties in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Sitio Royalties position peaked at $26.1K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.