AIM
PBT

Anchor Investment Management’s Permian Basin Royalty Trust PBT Stock Holding History

Anchor Investment Management’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
2024
Q2 		– Sell
-500
Closed -$6.03K – 1048
2024
Q1 		$6.03K Buy
+500
New +$6.8K ﹤0.01% 850
2019
Q2 		– Sell
-3,520
Closed -$26.5K – 816
2019
Q1 		$26.5K Hold
3,520
– – 0.01% 526
2018
Q4 		$20.7K Buy
+3,520
New +$24.8K 0.01% 540

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Anchor Investment Management's PBT Position: Q2 2024 in Review

Anchor Investment Management sold out of Permian Basin Royalty Trust (PBT) in Q2 2024, closing a stake of 500 shares — an estimated $6.03K sold.

Anchor Investment Management first reported a position in PBT in Q4 2018 and held it in 3 quarters. The position peaked at $26.5K in Q1 2019. 81 funds tracked by Wall St. Rank hold PBT as of Q2 2024.

  • Anchor Investment Management reported no remaining Permian Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 500 Permian Basin Royalty Trust shares in Q2 2024, an estimated $6.03K.
  • Anchor Investment Management first reported a position in Permian Basin Royalty Trust in Q4 2018 and held it in 3 quarters.
  • Anchor Investment Management's Permian Basin Royalty Trust position peaked at $26.5K in Q1 2019.
  • 81 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.