AWG
PBT

Altus Wealth Group’s Permian Basin Royalty Trust PBT Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-300
Closed -$1K – 604
2020
Q4 		$1K Buy
+300
New +$830 ﹤0.01% 812

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altus Wealth Group's PBT Position: Q1 2021 in Review

Altus Wealth Group sold out of Permian Basin Royalty Trust (PBT) in Q1 2021, closing a stake of 300 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in PBT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 49 funds tracked by Wall St. Rank hold PBT as of Q1 2021.

  • Altus Wealth Group reported no remaining Permian Basin Royalty Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 300 Permian Basin Royalty Trust shares in Q1 2021, an estimated $1K.
  • Altus Wealth Group first reported a position in Permian Basin Royalty Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Permian Basin Royalty Trust position peaked at $1K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2021.

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