CFRPA
BPT

Castle Financial & Retirement Planning Associates’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$2K Buy
+227
New +$905 0.01% 160

Other funds holding BPT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWP
Icon Wealth Partners Houston, Texas $880M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BPT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in BP Prudhoe Bay Royalty Trust (BPT) in Q4 2021: 227 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings.

50 funds tracked by Wall St. Rank hold BPT as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 227 shares of BP Prudhoe Bay Royalty Trust worth $2K as of Q4 2021.
  • BP Prudhoe Bay Royalty Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • BP Prudhoe Bay Royalty Trust made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #160 holding.
  • 50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.