Coppell Advisory Solutions’s San Juan Basin Royalty Trust SJT Stock Holding History

Coppell Advisory Solutions’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	$4.56K	Buy	+900	New	+$6.02K	﹤0.01%	1121

Other funds holding SJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Coppell Advisory Solutions's SJT Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in San Juan Basin Royalty Trust (SJT) in Q4 2023: 900 shares worth $4.56K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings.

97 funds tracked by Wall St. Rank hold SJT as of Q4 2023.

Coppell Advisory Solutions held 900 shares of San Juan Basin Royalty Trust worth $4.56K as of Q4 2023.
San Juan Basin Royalty Trust was a new Coppell Advisory Solutions position in Q4 2023.
San Juan Basin Royalty Trust made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1121 holding.
97 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.