HWA
BPT

HHM Wealth Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

HHM Wealth Advisors’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
2023
Q3 		– Sell
-300
Closed -$1.36K – 791
2023
Q2 		$1.36K Buy
+300
New +$1.8K ﹤0.01% 745

Other funds holding BPT

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FCH
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WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's BPT Position: Q3 2023 in Review

HHM Wealth Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2023, closing a stake of 300 shares — an estimated $1.36K sold.

HHM Wealth Advisors first reported a position in BPT in Q2 2023 and held it in 1 quarter. The position peaked at $1.36K in Q2 2023. 47 funds tracked by Wall St. Rank hold BPT as of Q3 2023.

  • HHM Wealth Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 300 BP Prudhoe Bay Royalty Trust shares in Q3 2023, an estimated $1.36K.
  • HHM Wealth Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's BP Prudhoe Bay Royalty Trust position peaked at $1.36K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.