American Portfolios Advisors’s PermRock Royalty Trust Unit PRT Stock Holding History

American Portfolios Advisors’s Portfolio PRT Stock Details PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3K	Buy	418 +14	+3%	+$119	﹤0.01%	2999
2022 Q2	$3.14K	Buy	+404	New	+$3.56K	﹤0.01%	2997

Other funds holding PRT

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

American Portfolios Advisors's PRT Position: Q3 2022 in Review

American Portfolios Advisors increased its PermRock Royalty Trust Unit (PRT) stake by 3.5% in Q3 2022, buying an estimated $119 and bringing the position to 418 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

American Portfolios Advisors first reported a position in PRT in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.14K in Q2 2022. 14 funds tracked by Wall St. Rank hold PRT as of Q3 2022.

American Portfolios Advisors held 418 shares of PermRock Royalty Trust Unit worth $3K as of Q3 2022.
American Portfolios Advisors bought 14 PermRock Royalty Trust Unit shares in Q3 2022, an estimated $119.
PermRock Royalty Trust Unit made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2999 holding.
American Portfolios Advisors first reported a position in PermRock Royalty Trust Unit in Q2 2022 and has held it in 2 quarters since.
American Portfolios Advisors's PermRock Royalty Trust Unit position peaked at $3.14K in Q2 2022.
14 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.