Lee Financial’s Permianville Royalty Trust PVL Stock Holding History

Lee Financial’s Portfolio PVL Stock Details PVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,500	Closed	-$18.4K	–	928
2022 Q4	$18.4K	Hold	5,500	–	–	﹤0.01%	353
2022 Q3	$18K	Hold	5,500	–	–	﹤0.01%	347
2022 Q2	$18K	Hold	5,500	–	–	﹤0.01%	353
2022 Q1	$14K	Hold	5,500	–	–	﹤0.01%	391
2021 Q4	$12K	Hold	5,500	–	–	﹤0.01%	467
2021 Q3	$11K	Hold	5,500	–	–	﹤0.01%	413
2021 Q2	$11K	Hold	5,500	–	–	﹤0.01%	396
2021 Q1	$8K	Hold	5,500	–	–	﹤0.01%	409
2020 Q4	$4K	Hold	5,500	–	–	﹤0.01%	432
2020 Q3	$4K	Hold	5,500	–	–	﹤0.01%	478
2020 Q2	$7K	Hold	5,500	–	–	﹤0.01%	414
2020 Q1	$6K	Hold	5,500	–	–	﹤0.01%	363
2019 Q4	$10K	Hold	5,500	–	–	﹤0.01%	349
2019 Q3	$14K	Hold	5,500	–	–	﹤0.01%	293
2019 Q2	$15K	Hold	5,500	–	–	﹤0.01%	299
2019 Q1	$18K	Hold	5,500	–	–	﹤0.01%	265
2018 Q4	$10K	Hold	5,500	–	–	﹤0.01%	288
2018 Q3	$19K	Buy	+5,500	New	+$19.5K	﹤0.01%	258

Other funds holding PVL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

MIM

Marco Investment Management Atlanta, Georgia $1.33B AUM 32.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Lee Financial's PVL Position: Q1 2023 in Review

Lee Financial sold out of Permianville Royalty Trust (PVL) in Q1 2023, closing a stake of 5,500 shares — an estimated $18.4K sold.

Lee Financial first reported a position in PVL in Q3 2018 and held it in 18 quarters. The position peaked at $19K in Q3 2018. 23 funds tracked by Wall St. Rank hold PVL as of Q1 2023.

Lee Financial reported no remaining Permianville Royalty Trust position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 5,500 Permianville Royalty Trust shares in Q1 2023, an estimated $18.4K.
Lee Financial first reported a position in Permianville Royalty Trust in Q3 2018 and held it in 18 quarters.
Lee Financial's Permianville Royalty Trust position peaked at $19K in Q3 2018.
23 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.