IFP Advisors’s PermRock Royalty Trust Unit PRT Stock Holding History

IFP Advisors’s Portfolio PRT Stock Details PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-225	Closed	-$1.23K	–	3495
2023 Q2	$1.23K	Hold	225	–	–	﹤0.01%	3024
2023 Q1	$3.59K	Hold	225	–	–	﹤0.01%	2697
2022 Q4	$4K	Sell	225 -817	-78%	-$6.04K	﹤0.01%	3924
2022 Q3	$17K	Hold	1,042	–	–	﹤0.01%	3251
2022 Q2	$17K	Hold	1,042	–	–	﹤0.01%	3003
2022 Q1	$17K	Buy	+1,042	New	+$9.3K	﹤0.01%	3003
2019 Q1	$4K	Buy	+528	New	+$4.62K	﹤0.01%	1942

Other funds holding PRT

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

IFP Advisors's PRT Position: Q3 2023 in Review

IFP Advisors sold out of PermRock Royalty Trust Unit (PRT) in Q3 2023, closing a stake of 225 shares — an estimated $1.23K sold.

IFP Advisors first reported a position in PRT in Q1 2019 and held it in 7 quarters. The position peaked at $17K in Q3 2022. 13 funds tracked by Wall St. Rank hold PRT as of Q3 2023.

IFP Advisors reported no remaining PermRock Royalty Trust Unit position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 225 PermRock Royalty Trust Unit shares in Q3 2023, an estimated $1.23K.
IFP Advisors first reported a position in PermRock Royalty Trust Unit in Q1 2019 and held it in 7 quarters.
IFP Advisors's PermRock Royalty Trust Unit position peaked at $17K in Q3 2022.
13 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.