ATS
MTR

Ashton Thomas Securities’s Mesa Royalty Trust MTR Stock Holding History

Ashton Thomas Securities’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-309
Closed -$1.75K – 884
2024
Q3 		$1.75K Buy
+309
New +$2.21K ﹤0.01% 1130

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ashton Thomas Securities's MTR Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Mesa Royalty Trust (MTR) in Q4 2024, closing a stake of 309 shares — an estimated $1.75K sold.

Ashton Thomas Securities first reported a position in MTR in Q3 2024 and held it in 1 quarter. The position peaked at $1.75K in Q3 2024. 10 funds tracked by Wall St. Rank hold MTR as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Mesa Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 309 Mesa Royalty Trust shares in Q4 2024, an estimated $1.75K.
  • Ashton Thomas Securities first reported a position in Mesa Royalty Trust in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Mesa Royalty Trust position peaked at $1.75K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.