IFP Advisors’s Sabine Royalty Trust SBR Stock Holding History

IFP Advisors’s Portfolio SBR Stock Details SBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-125	Closed	-$8.24K	–	3293
2023 Q3	$8.24K	Sell	125 -120	-49%	-$7.88K	﹤0.01%	2332
2023 Q2	$16.2K	Buy	245 +120	+96%	+$8.59K	﹤0.01%	2112
2023 Q1	$6.03K	Sell	125 -10	-7%	-$787	﹤0.01%	2495
2022 Q4	$7K	Sell	135 -165	-55%	-$13.6K	﹤0.01%	3627
2022 Q3	$15K	Hold	300	–	–	﹤0.01%	3347
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	3104
2022 Q1	$15K	Buy	+300	New	+$15.8K	﹤0.01%	3104
2019 Q1	–	Sell	-83	Closed	-$3K	–	3240
2018 Q4	$3K	Hold	83	–	–	﹤0.01%	3061
2018 Q3	$4K	Hold	83	–	–	﹤0.01%	3327
2018 Q2	$4K	Hold	83	–	–	﹤0.01%	3392
2018 Q1	$4K	Hold	83	–	–	﹤0.01%	3287
2017 Q4	$4K	Sell	83 -117	-59%	-$4.99K	﹤0.01%	3336
2017 Q3	$8K	Hold	200	–	–	﹤0.01%	3164
2017 Q2	$8K	Buy	+200	New	+$7.47K	﹤0.01%	3174

Other funds holding SBR

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

IFP Advisors's SBR Position: Q4 2023 in Review

IFP Advisors sold out of Sabine Royalty Trust (SBR) in Q4 2023, closing a stake of 125 shares — an estimated $8.24K sold.

IFP Advisors first reported a position in SBR in Q2 2017 and held it in 14 quarters. The position peaked at $16.2K in Q2 2023. 113 funds tracked by Wall St. Rank hold SBR as of Q4 2023.

IFP Advisors reported no remaining Sabine Royalty Trust position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 125 Sabine Royalty Trust shares in Q4 2023, an estimated $8.24K.
IFP Advisors first reported a position in Sabine Royalty Trust in Q2 2017 and held it in 14 quarters.
IFP Advisors's Sabine Royalty Trust position peaked at $16.2K in Q2 2023.
113 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.