HA
SJT

Herold Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Herold Advisors’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
2021
Q4 		– Sell
-600
Closed -$3K – 566
2021
Q3 		$3K Buy
+600
New +$2.91K ﹤0.01% 688

Other funds holding SJT

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
Morgan Stanley
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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Herold Advisors's SJT Position: Q4 2021 in Review

Herold Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q4 2021, closing a stake of 600 shares — an estimated $3K sold.

Herold Advisors first reported a position in SJT in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 62 funds tracked by Wall St. Rank hold SJT as of Q4 2021.

  • Herold Advisors reported no remaining San Juan Basin Royalty Trust position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 600 San Juan Basin Royalty Trust shares in Q4 2021, an estimated $3K.
  • Herold Advisors first reported a position in San Juan Basin Royalty Trust in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's San Juan Basin Royalty Trust position peaked at $3K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.