FourThought Financial’s San Juan Basin Royalty Trust SJT Stock Holding History

FourThought Financial’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
2022 Q3	$20K	Hold	2,090	–	–	﹤0.01%	863
2022 Q2	$18K	Hold	2,090	–	–	﹤0.01%	894
2022 Q1	$18K	Hold	2,090	–	–	﹤0.01%	925
2021 Q4	$13K	Hold	2,090	–	–	﹤0.01%	1030
2021 Q3	$10K	Hold	2,090	–	–	﹤0.01%	1106
2021 Q2	$10K	Hold	2,090	–	–	﹤0.01%	1109
2021 Q1	$8K	Hold	2,090	–	–	﹤0.01%	1109
2020 Q4	$5K	Buy	+2,090	New	+$6.48K	﹤0.01%	1158

Other funds holding SJT

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

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

MTC

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

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

BBL

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MAA

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

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

FourThought Financial's SJT Position: Q3 2022 in Review

FourThought Financial held its San Juan Basin Royalty Trust (SJT) position steady in Q3 2022 at 2,090 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

FourThought Financial first reported a position in SJT in Q4 2020 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold SJT as of Q3 2022.

FourThought Financial held 2,090 shares of San Juan Basin Royalty Trust worth $20K as of Q3 2022.
FourThought Financial left its San Juan Basin Royalty Trust share count unchanged in Q3 2022.
San Juan Basin Royalty Trust made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #863 holding.
FourThought Financial first reported a position in San Juan Basin Royalty Trust in Q4 2020 and has held it in 8 quarters since.
83 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.