American Portfolios Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$7.45K	Hold	792	–	–	﹤0.01%	2647
2022 Q2	$6.88K	Hold	792	–	–	﹤0.01%	2709
2022 Q1	$6.95K	Hold	792	–	–	﹤0.01%	2835
2021 Q4	$4.82K	Hold	792	–	–	﹤0.01%	2906
2021 Q3	$4.01K	Buy	+792	New	+$3.84K	﹤0.01%	2944
2019 Q2	–	Sell	-501	Closed	-$2.69K	–	2786
2019 Q1	$2.69K	Buy	501 +11	+2%	+$55	﹤0.01%	2292
2018 Q4	$2.35K	Buy	490 +10	+2%	+$53	﹤0.01%	2099
2018 Q3	$2.38K	Buy	480 +6	+1%	+$34	﹤0.01%	2202
2018 Q2	$2.75K	Buy	474 +5	+1%	+$34	﹤0.01%	2142
2018 Q1	$3.7K	Buy	469 +10	+2%	+$89	﹤0.01%	1975
2017 Q4	$3.78K	Buy	+459	New	+$3.62K	﹤0.01%	1924

Other funds holding SJT

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

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

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return

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

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

American Portfolios Advisors held its San Juan Basin Royalty Trust (SJT) position steady in Q3 2022 at 792 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

American Portfolios Advisors first reported a position in SJT in Q4 2017 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold SJT as of Q3 2022.

American Portfolios Advisors held 792 shares of San Juan Basin Royalty Trust worth $7.45K as of Q3 2022.
American Portfolios Advisors left its San Juan Basin Royalty Trust share count unchanged in Q3 2022.
San Juan Basin Royalty Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2647 holding.
American Portfolios Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2017 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2022.

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