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Laurel Wealth Planning’s Scully Royalty SRL Stock Holding History

Laurel Wealth Planning’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-600
Closed – – 177
2022
Q4 		$0 Hold
600
– – ﹤0.01% 222
2022
Q3 		$0 Hold
600
– – ﹤0.01% 245
2022
Q2 		$0 Buy
+600
New +$5.42K ﹤0.01% 280

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Laurel Wealth Planning's SRL Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Scully Royalty (SRL) in Q1 2023, closing a stake of 600 shares.

Laurel Wealth Planning first reported a position in SRL in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q4 2022. 17 funds tracked by Wall St. Rank hold SRL as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Scully Royalty position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 600 Scully Royalty shares in Q1 2023.
  • Laurel Wealth Planning first reported a position in Scully Royalty in Q2 2022 and held it in 3 quarters.
  • Laurel Wealth Planning's Scully Royalty position peaked at $0 in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Scully Royalty as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.