AWE
PVL

Avidian Wealth Enterprises’s Permianville Royalty Trust PVL Stock Holding History

Avidian Wealth Enterprises’s Portfolio PVL Stock Details PVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,574
Closed -$27.7K – 472
2023
Q1 		$27.7K Hold
11,574
– – ﹤0.01% 472
2022
Q4 		$38.5K Hold
11,574
– – ﹤0.01% 442
2022
Q3 		$38K Hold
11,574
– – ﹤0.01% 414
2022
Q2 		$38K Hold
11,574
– – ﹤0.01% 445
2022
Q1 		$29K Buy
+11,574
New +$27.9K ﹤0.01% 485

Other funds holding PVL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avidian Wealth Enterprises's PVL Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Permianville Royalty Trust (PVL) in Q2 2023, closing a stake of 11,574 shares — an estimated $27.7K sold.

Avidian Wealth Enterprises first reported a position in PVL in Q1 2022 and held it in 5 quarters. The position peaked at $38.5K in Q4 2022. 26 funds tracked by Wall St. Rank hold PVL as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Permianville Royalty Trust position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 11,574 Permianville Royalty Trust shares in Q2 2023, an estimated $27.7K.
  • Avidian Wealth Enterprises first reported a position in Permianville Royalty Trust in Q1 2022 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Permianville Royalty Trust position peaked at $38.5K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.