AA
BPT

AlphaMark Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

AlphaMark Advisors’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-269
Closed -$13K – 321
2013
Q2 		$13K Buy
+269
New +$23.1K 0.01% 278

Other funds holding BPT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JW
Jenkins Wealth Englewood, Colorado $249M AUM
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AlphaMark Advisors's BPT Position: Q4 2022 in Review

AlphaMark Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2022, closing a stake of 400 shares — an estimated $5K sold.

AlphaMark Advisors first reported a position in BPT in Q2 2013 and held it in 19 quarters. The position peaked at $333K in Q2 2013. 69 funds tracked by Wall St. Rank hold BPT as of Q4 2022.

  • AlphaMark Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2022 after selling out during the quarter.
  • AlphaMark Advisors sold 400 BP Prudhoe Bay Royalty Trust shares in Q4 2022, an estimated $5K.
  • AlphaMark Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2013 and held it in 19 quarters.
  • AlphaMark Advisors's BP Prudhoe Bay Royalty Trust position peaked at $333K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2022.

Based on AlphaMark Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.