HGERS
SJT

Householder Group Estate & Retirement Specialist’s San Juan Basin Royalty Trust SJT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$2K Buy
+201
New +$2.09K ﹤0.01% 1098

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SJT Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in San Juan Basin Royalty Trust (SJT) in Q1 2023: 201 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings.

93 funds tracked by Wall St. Rank hold SJT as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 201 shares of San Juan Basin Royalty Trust worth $2K as of Q1 2023.
  • San Juan Basin Royalty Trust was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1098 holding.
  • 93 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.