Avantax Advisory Services
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Avantax Advisory Services’s San Juan Basin Royalty Trust SJT Stock Holding History

Avantax Advisory Services’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,865
Closed -$95.6K – 1613
2023
Q2 		$95.6K Buy
+12,865
New +$109K ﹤0.01% 1450

Other funds holding SJT

WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Avantax Advisory Services's SJT Position: Q3 2023 in Review

Avantax Advisory Services sold out of San Juan Basin Royalty Trust (SJT) in Q3 2023, closing a stake of 12,865 shares — an estimated $95.6K sold.

Avantax Advisory Services first reported a position in SJT in Q2 2023 and held it in 1 quarter. The position peaked at $95.6K in Q2 2023. 98 funds tracked by Wall St. Rank hold SJT as of Q3 2023.

  • Avantax Advisory Services reported no remaining San Juan Basin Royalty Trust position as of Q3 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 12,865 San Juan Basin Royalty Trust shares in Q3 2023, an estimated $95.6K.
  • Avantax Advisory Services first reported a position in San Juan Basin Royalty Trust in Q2 2023 and held it in 1 quarter.
  • Avantax Advisory Services's San Juan Basin Royalty Trust position peaked at $95.6K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.