JW
BPT

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

Jenkins Wealth’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 		$329K Buy
+28,274
New +$369K 0.13% 65

Other funds holding BPT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Jenkins Wealth's BPT Position: Q4 2022 in Review

Jenkins Wealth opened a new position in BP Prudhoe Bay Royalty Trust (BPT) in Q4 2022: 28,274 shares worth $329K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings.

70 funds tracked by Wall St. Rank hold BPT as of Q4 2022.

  • Jenkins Wealth held 28,274 shares of BP Prudhoe Bay Royalty Trust worth $329K as of Q4 2022.
  • BP Prudhoe Bay Royalty Trust was a new Jenkins Wealth position in Q4 2022.
  • BP Prudhoe Bay Royalty Trust made up 0.13% of Jenkins Wealth's portfolio in Q4 2022, its #65 holding.
  • 70 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.