JW
SJT

Jenkins Wealth’s San Juan Basin Royalty Trust SJT Stock Holding History

Jenkins Wealth’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
2022
Q4 		$687K Buy
+60,306
New +$662K 0.28% 50

Other funds holding SJT

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 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 $660M AUM 36.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Jenkins Wealth's SJT Position: Q4 2022 in Review

Jenkins Wealth opened a new position in San Juan Basin Royalty Trust (SJT) in Q4 2022: 60,306 shares worth $687K. The stake represents 0.28% of the portfolio and ranks #50 among its holdings.

102 funds tracked by Wall St. Rank hold SJT as of Q4 2022.

  • Jenkins Wealth held 60,306 shares of San Juan Basin Royalty Trust worth $687K as of Q4 2022.
  • San Juan Basin Royalty Trust was a new Jenkins Wealth position in Q4 2022.
  • San Juan Basin Royalty Trust made up 0.28% of Jenkins Wealth's portfolio in Q4 2022, its #50 holding.
  • 102 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2022.

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