Belvedere Trading
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Belvedere Trading’s San Juan Basin Royalty Trust SJT Stock Holding History

Belvedere Trading’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
Q4 		– Sell
-13,200
Closed -$91.5K – 984
2023
Q3 		$91.5K Sell
13,200
-5,800
-31% -$41.8K ﹤0.01% 349
2023
Q2 		$141K Hold
19,000
– – ﹤0.01% 374
2023
Q1 		$200K Buy
+19,000
New +$197K ﹤0.01% 329

Other funds holding SJT

SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 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 $660M AUM 36.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Belvedere Trading's SJT Position: Q4 2023 in Review

Belvedere Trading sold out of San Juan Basin Royalty Trust (SJT) in Q4 2023, closing a stake of 68 shares — an estimated $471 sold.

Belvedere Trading first reported a position in SJT in Q3 2023 and held it in 1 quarter. The position peaked at $471 in Q3 2023. 97 funds tracked by Wall St. Rank hold SJT as of Q4 2023.

  • Belvedere Trading reported no remaining San Juan Basin Royalty Trust position as of Q4 2023 after selling out during the quarter.
  • Belvedere Trading sold 68 San Juan Basin Royalty Trust shares in Q4 2023, an estimated $471.
  • Belvedere Trading first reported a position in San Juan Basin Royalty Trust in Q3 2023 and held it in 1 quarter.
  • Belvedere Trading's San Juan Basin Royalty Trust position peaked at $471 in Q3 2023.
  • 97 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2023.

Based on Belvedere Trading's 13F filing for Q4 2023, filed 13 Feb 2024.