CWP
STR

Concord Wealth Partners’s Sitio Royalties STR Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-75
Closed -$1.44K – 960
2024
Q4 		$1.44K Hold
75
– – ﹤0.01% 746
2024
Q3 		$1.56K Hold
75
– – ﹤0.01% 771
2024
Q2 		$1.77K Hold
75
– – ﹤0.01% 673
2024
Q1 		$1.85K Hold
75
– – ﹤0.01% 757
2023
Q4 		$1.76K Hold
75
– – ﹤0.01% 725
2023
Q3 		$1.82K Hold
75
– – ﹤0.01% 881
2023
Q2 		$1.97K Hold
75
– – ﹤0.01% 870
2023
Q1 		$1.7K Hold
75
– – ﹤0.01% 839
2022
Q4 		$2.16K Buy
+75
New +$2.17K ﹤0.01% 920

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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's STR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Sitio Royalties (STR) in Q1 2025, closing a stake of 75 shares — an estimated $1.44K sold.

Concord Wealth Partners first reported a position in STR in Q4 2022 and held it in 9 quarters. The position peaked at $2.16K in Q4 2022. 233 funds tracked by Wall St. Rank hold STR as of Q1 2025.

  • Concord Wealth Partners reported no remaining Sitio Royalties position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 75 Sitio Royalties shares in Q1 2025, an estimated $1.44K.
  • Concord Wealth Partners first reported a position in Sitio Royalties in Q4 2022 and held it in 9 quarters.
  • Concord Wealth Partners's Sitio Royalties position peaked at $2.16K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.