GWM
SJT

Glass Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Glass Wealth Management’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
2024
Q2 		– Sell
-21,000
Closed -$111K – 63
2024
Q1 		$111K Buy
+21,000
New +$109K 0.07% 62

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Glass Wealth Management's SJT Position: Q2 2024 in Review

Glass Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2024, closing a stake of 21,000 shares — an estimated $111K sold.

Glass Wealth Management first reported a position in SJT in Q1 2024 and held it in 1 quarter. The position peaked at $111K in Q1 2024. 76 funds tracked by Wall St. Rank hold SJT as of Q2 2024.

  • Glass Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Glass Wealth Management sold 21,000 San Juan Basin Royalty Trust shares in Q2 2024, an estimated $111K.
  • Glass Wealth Management first reported a position in San Juan Basin Royalty Trust in Q1 2024 and held it in 1 quarter.
  • Glass Wealth Management's San Juan Basin Royalty Trust position peaked at $111K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2024.

Based on Glass Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.