Global Retirement Partners
SJT icon

Global Retirement Partners’s San Juan Basin Royalty Trust SJT Stock Holding History

Global Retirement Partners’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
Q4 		$287 Hold
75
– – ﹤0.01% 3470
2024
Q3 		$278 Hold
75
– – ﹤0.01% 3347
2024
Q2 		$305 Hold
75
– – ﹤0.01% 3379
2024
Q1 		$397 Hold
75
– – ﹤0.01% 3171
2023
Q4 		$402 Sell
75
-100
-57% -$668 ﹤0.01% 3122
2023
Q3 		$1.17K Buy
175
+100
+133% +$720 ﹤0.01% 2724
2023
Q2 		$557 Hold
75
– – ﹤0.01% 2933
2023
Q1 		$512 Hold
75
– – ﹤0.01% 2918
2022
Q4 		$857 Buy
+75
New +$823 ﹤0.01% 2643

Other funds holding SJT

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

Global Retirement Partners's SJT Position: Q4 2024 in Review

Global Retirement Partners held its San Juan Basin Royalty Trust (SJT) position steady in Q4 2024 at 75 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Global Retirement Partners first reported a position in SJT in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.17K in Q3 2023. 87 funds tracked by Wall St. Rank hold SJT as of Q4 2024.

  • Global Retirement Partners held 75 shares of San Juan Basin Royalty Trust worth $287 as of Q4 2024.
  • Global Retirement Partners left its San Juan Basin Royalty Trust share count unchanged in Q4 2024.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3470 holding.
  • Global Retirement Partners first reported a position in San Juan Basin Royalty Trust in Q4 2022 and has held it in 9 quarters since.
  • Global Retirement Partners's San Juan Basin Royalty Trust position peaked at $1.17K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.