AWG
BPT

Altus Wealth Group’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-200
Closed – – 244
2020
Q4 		$0 Buy
+200
New +$404 ﹤0.01% 832

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Lido Advisors
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SSA
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return
Osaic Holdings
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SFI
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Altus Wealth Group's BPT Position: Q1 2021 in Review

Altus Wealth Group sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2021, closing a stake of 200 shares.

Altus Wealth Group first reported a position in BPT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 43 funds tracked by Wall St. Rank hold BPT as of Q1 2021.

  • Altus Wealth Group reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 200 BP Prudhoe Bay Royalty Trust shares in Q1 2021.
  • Altus Wealth Group first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BP Prudhoe Bay Royalty Trust position peaked at $0 in Q4 2020.
  • 43 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.