AWE
SJT

Avidian Wealth Enterprises’s San Juan Basin Royalty Trust SJT Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-38,369
Closed -$403K – 482
2023
Q1 		$403K Buy
+38,369
New +$398K 0.02% 332

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 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 $871M AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Avidian Wealth Enterprises sold out of San Juan Basin Royalty Trust (SJT) in Q2 2023, closing a stake of 38,369 shares — an estimated $403K sold.

Avidian Wealth Enterprises first reported a position in SJT in Q1 2023 and held it in 1 quarter. The position peaked at $403K in Q1 2023. 100 funds tracked by Wall St. Rank hold SJT as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining San Juan Basin Royalty Trust position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 38,369 San Juan Basin Royalty Trust shares in Q2 2023, an estimated $403K.
  • Avidian Wealth Enterprises first reported a position in San Juan Basin Royalty Trust in Q1 2023 and held it in 1 quarter.
  • Avidian Wealth Enterprises's San Juan Basin Royalty Trust position peaked at $403K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2023.

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