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Atlas Private Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

Atlas Private Wealth Advisors’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27,396
Closed -$796K – 168
2023
Q3 		$796K Buy
27,396
+6,110
+29% +$182K 0.15% 84
2023
Q2 		$638K Buy
+21,286
New +$625K 0.13% 98

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HKAM
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Atlas Private Wealth Advisors's DMLP Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Dorchester Minerals (DMLP) in Q4 2023, closing a stake of 27,396 shares — an estimated $796K sold.

Atlas Private Wealth Advisors first reported a position in DMLP in Q2 2023 and held it in 2 quarters. The position peaked at $796K in Q3 2023. 114 funds tracked by Wall St. Rank hold DMLP as of Q4 2023.

  • Atlas Private Wealth Advisors reported no remaining Dorchester Minerals position as of Q4 2023 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 27,396 Dorchester Minerals shares in Q4 2023, an estimated $796K.
  • Atlas Private Wealth Advisors first reported a position in Dorchester Minerals in Q2 2023 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Dorchester Minerals position peaked at $796K in Q3 2023.
  • 114 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.