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 $947M AUM 29.56% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $678M AUM 16.12% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $870M AUM 27.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return