DAS
PBT

Dynamic Advisor Solutions’s Permian Basin Royalty Trust PBT Stock Holding History

Dynamic Advisor Solutions’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,325
Closed -$58K – 791
2021
Q2 		$58K Buy
+10,325
New +$45K ﹤0.01% 715

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dynamic Advisor Solutions's PBT Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of Permian Basin Royalty Trust (PBT) in Q3 2021, closing a stake of 10,325 shares — an estimated $58K sold.

Dynamic Advisor Solutions first reported a position in PBT in Q2 2021 and held it in 1 quarter. The position peaked at $58K in Q2 2021. 45 funds tracked by Wall St. Rank hold PBT as of Q3 2021.

  • Dynamic Advisor Solutions reported no remaining Permian Basin Royalty Trust position as of Q3 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,325 Permian Basin Royalty Trust shares in Q3 2021, an estimated $58K.
  • Dynamic Advisor Solutions first reported a position in Permian Basin Royalty Trust in Q2 2021 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Permian Basin Royalty Trust position peaked at $58K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.