FGAM
SBR

Financial Gravity Asset Management’s Sabine Royalty Trust SBR Stock Holding History

Financial Gravity Asset Management’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$512 – 2255
2024
Q1 		$512 Buy
+8
New +$500 ﹤0.01% 1367

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

Financial Gravity Asset Management's SBR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Sabine Royalty Trust (SBR) in Q2 2024, closing a stake of 8 shares — an estimated $512 sold.

Financial Gravity Asset Management first reported a position in SBR in Q1 2024 and held it in 1 quarter. The position peaked at $512 in Q1 2024. 123 funds tracked by Wall St. Rank hold SBR as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Sabine Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 8 Sabine Royalty Trust shares in Q2 2024, an estimated $512.
  • Financial Gravity Asset Management first reported a position in Sabine Royalty Trust in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Sabine Royalty Trust position peaked at $512 in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.