CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Scully Royalty SRL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,296
Closed -$59K – 3792
2022
Q2 		$59K Buy
+7,296
New +$65.9K ﹤0.01% 2615

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BTI
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UBS Group
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FCMT
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RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

CAPTRUST Financial Advisors's SRL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Scully Royalty (SRL) in Q3 2022, closing a stake of 7,296 shares — an estimated $59K sold.

CAPTRUST Financial Advisors first reported a position in SRL in Q2 2022 and held it in 1 quarter. The position peaked at $59K in Q2 2022. 15 funds tracked by Wall St. Rank hold SRL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Scully Royalty position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7,296 Scully Royalty shares in Q3 2022, an estimated $59K.
  • CAPTRUST Financial Advisors first reported a position in Scully Royalty in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Scully Royalty position peaked at $59K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Scully Royalty as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.