GWA
STR

Gibson Wealth Advisors’s Sitio Royalties STR Stock Holding History

Gibson Wealth Advisors’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
2022
Q4 		$267K Buy
+9,064
New +$262K 0.01% 92

Other funds holding STR

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Gibson Wealth Advisors's STR Position: Q4 2022 in Review

Gibson Wealth Advisors opened a new position in Sitio Royalties (STR) in Q4 2022: 9,064 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #92 among its holdings.

220 funds tracked by Wall St. Rank hold STR as of Q4 2022.

  • Gibson Wealth Advisors held 9,064 shares of Sitio Royalties worth $267K as of Q4 2022.
  • Sitio Royalties was a new Gibson Wealth Advisors position in Q4 2022.
  • Sitio Royalties made up 0.01% of Gibson Wealth Advisors's portfolio in Q4 2022, its #92 holding.
  • 220 funds tracked by Wall St. Rank held Sitio Royalties as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.