Ancora Advisors’s PermRock Royalty Trust Unit PRT Stock Holding History

Ancora 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
2024 Q3	–	Sell	-324	Closed	-$1.26K	–	1871
2024 Q2	$1.26K	Buy	+324	New	+$1.28K	﹤0.01%	1629

Other funds holding PRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

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

Ancora Advisors's PRT Position: Q3 2024 in Review

Ancora Advisors sold out of PermRock Royalty Trust Unit (PRT) in Q3 2024, closing a stake of 324 shares — an estimated $1.26K sold.

Ancora Advisors first reported a position in PRT in Q2 2024 and held it in 1 quarter. The position peaked at $1.26K in Q2 2024. 16 funds tracked by Wall St. Rank hold PRT as of Q3 2024.

Ancora Advisors reported no remaining PermRock Royalty Trust Unit position as of Q3 2024 after selling out during the quarter.
Ancora Advisors sold 324 PermRock Royalty Trust Unit shares in Q3 2024, an estimated $1.26K.
Ancora Advisors first reported a position in PermRock Royalty Trust Unit in Q2 2024 and held it in 1 quarter.
Ancora Advisors's PermRock Royalty Trust Unit position peaked at $1.26K in Q2 2024.
16 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.