AWM
BPT

Avior Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Avior Wealth Management’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,079
Closed -$1.13K – 2473
2024
Q3 		$1.13K Hold
1,079
– – ﹤0.01% 2065
2024
Q2 		$2.67K Hold
1,079
– – ﹤0.01% 1887
2024
Q1 		$2.61K Buy
+1,079
New +$2.71K ﹤0.01% 2229

Other funds holding BPT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Avior Wealth Management's BPT Position: Q4 2024 in Review

Avior Wealth Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2024, closing a stake of 1,079 shares — an estimated $1.13K sold.

Avior Wealth Management first reported a position in BPT in Q1 2024 and held it in 3 quarters. The position peaked at $2.67K in Q2 2024. 55 funds tracked by Wall St. Rank hold BPT as of Q4 2024.

  • Avior Wealth Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,079 BP Prudhoe Bay Royalty Trust shares in Q4 2024, an estimated $1.13K.
  • Avior Wealth Management first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's BP Prudhoe Bay Royalty Trust position peaked at $2.67K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.