Archer Investment Corporation’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Archer Investment Corporation’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-122	Closed	-$301	–	1054
2023 Q4	$301	Hold	122	–	–	﹤0.01%	1020
2023 Q3	$872	Hold	122	–	–	﹤0.01%	939
2023 Q2	$556	Hold	122	–	–	﹤0.01%	943
2023 Q1	$932	Hold	122	–	–	﹤0.01%	786
2022 Q4	$1.43K	Hold	122	–	–	﹤0.01%	728
2022 Q3	$1.46K	Hold	122	–	–	﹤0.01%	700
2022 Q2	$2.5K	Hold	122	–	–	﹤0.01%	677
2022 Q1	$2.01K	Hold	122	–	–	﹤0.01%	695
2021 Q4	$479	Hold	122	–	–	﹤0.01%	759
2021 Q3	$500	Hold	122	–	–	﹤0.01%	695
2021 Q2	$622	Hold	122	–	–	﹤0.01%	565
2021 Q1	$456	Hold	122	–	–	﹤0.01%	723
2020 Q4	$290	Hold	122	–	–	﹤0.01%	680
2020 Q3	$181	Hold	122	–	–	﹤0.01%	628
2020 Q2	$406	Buy	+122	New	+$515	﹤0.01%	622

Other funds holding BPT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

Archer Investment Corporation's BPT Position: Q1 2024 in Review

Archer Investment Corporation sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2024, closing a stake of 122 shares — an estimated $301 sold.

Archer Investment Corporation first reported a position in BPT in Q2 2020 and held it in 15 quarters. The position peaked at $2.5K in Q2 2022. 50 funds tracked by Wall St. Rank hold BPT as of Q1 2024.

Archer Investment Corporation reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2024 after selling out during the quarter.
Archer Investment Corporation sold 122 BP Prudhoe Bay Royalty Trust shares in Q1 2024, an estimated $301.
Archer Investment Corporation first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2020 and held it in 15 quarters.
Archer Investment Corporation's BP Prudhoe Bay Royalty Trust position peaked at $2.5K in Q2 2022.
50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.