AAS
STR

Ameritas Advisory Services’s Sitio Royalties STR Stock Holding History

Ameritas Advisory Services’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25
Closed -$644 – 2276
2023
Q1 		$644 Buy
+25
New +$620 ﹤0.01% 2613

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Ameritas Advisory Services's STR Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Sitio Royalties (STR) in Q2 2023, closing a stake of 25 shares — an estimated $644 sold.

Ameritas Advisory Services first reported a position in STR in Q1 2023 and held it in 1 quarter. The position peaked at $644 in Q1 2023. 196 funds tracked by Wall St. Rank hold STR as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Sitio Royalties position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 25 Sitio Royalties shares in Q2 2023, an estimated $644.
  • Ameritas Advisory Services first reported a position in Sitio Royalties in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Sitio Royalties position peaked at $644 in Q1 2023.
  • 196 funds tracked by Wall St. Rank held Sitio Royalties as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.