Hexagon Capital Partners’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Hexagon Capital Partners’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-266	Closed	-$3K	–	1468
2022 Q3	$3K	Hold	266	–	–	﹤0.01%	1008
2022 Q2	$5K	Hold	266	–	–	﹤0.01%	789
2022 Q1	$4K	Hold	266	–	–	﹤0.01%	730
2021 Q4	$1K	Hold	266	–	–	﹤0.01%	790
2021 Q3	$1K	Buy	+266	New	+$1.02K	﹤0.01%	794

Other funds holding BPT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jenkins Wealth Englewood, Colorado $249M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Hexagon Capital Partners's BPT Position: Q4 2022 in Review

Hexagon Capital Partners sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2022, closing a stake of 266 shares — an estimated $3K sold.

Hexagon Capital Partners first reported a position in BPT in Q3 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 69 funds tracked by Wall St. Rank hold BPT as of Q4 2022.

Hexagon Capital Partners reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2022 after selling out during the quarter.
Hexagon Capital Partners sold 266 BP Prudhoe Bay Royalty Trust shares in Q4 2022, an estimated $3K.
Hexagon Capital Partners first reported a position in BP Prudhoe Bay Royalty Trust in Q3 2021 and held it in 5 quarters.
Hexagon Capital Partners's BP Prudhoe Bay Royalty Trust position peaked at $5K in Q2 2022.
69 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2022.

Based on Hexagon Capital Partners's 13F filing for Q4 2022, filed 13 Jan 2023.