AE Wealth Management
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AE Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

AE Wealth Management’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,367
Closed -$52.4K – 1848
2023
Q4 		$52.4K Buy
+10,367
New +$69.3K ﹤0.01% 1984
2023
Q1 		– Sell
-50,312
Closed -$575K – 1992
2022
Q4 		$575K Buy
50,312
+5,119
+11% +$56.2K ﹤0.01% 1239
2022
Q3 		$425K Buy
45,193
+5,863
+15% +$69K ﹤0.01% 1341
2022
Q2 		$341K Buy
+39,330
New +$427K ﹤0.01% 1383

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AE Wealth Management's SJT Position: Q1 2024 in Review

AE Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q1 2024, closing a stake of 10,367 shares — an estimated $52.4K sold.

AE Wealth Management first reported a position in SJT in Q2 2022 and held it in 4 quarters. The position peaked at $575K in Q4 2022. 82 funds tracked by Wall St. Rank hold SJT as of Q1 2024.

  • AE Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,367 San Juan Basin Royalty Trust shares in Q1 2024, an estimated $52.4K.
  • AE Wealth Management first reported a position in San Juan Basin Royalty Trust in Q2 2022 and held it in 4 quarters.
  • AE Wealth Management's San Juan Basin Royalty Trust position peaked at $575K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.