Cambridge Investment Research Advisors
STR

Cambridge Investment Research Advisors’s Sitio Royalties STR Stock Holding History

Cambridge Investment Research Advisors’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,866
Closed -$219K – 3426
2024
Q1 		$219K Buy
+8,866
New +$200K ﹤0.01% 2957
2023
Q1 		– Sell
-29,921
Closed -$863K – 3249
2022
Q4 		$863K Buy
+29,921
New +$866K ﹤0.01% 1607

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cambridge Investment Research Advisors's STR Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Sitio Royalties (STR) in Q2 2024, closing a stake of 8,866 shares — an estimated $219K sold.

Cambridge Investment Research Advisors first reported a position in STR in Q4 2022 and held it in 2 quarters. The position peaked at $863K in Q4 2022. 203 funds tracked by Wall St. Rank hold STR as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Sitio Royalties position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 8,866 Sitio Royalties shares in Q2 2024, an estimated $219K.
  • Cambridge Investment Research Advisors first reported a position in Sitio Royalties in Q4 2022 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Sitio Royalties position peaked at $863K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Sitio Royalties as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.