LFA
PBT

Legend Financial Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Legend Financial Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-767
Closed -$19.3K – 244
2022
Q4 		$19.3K Sell
767
-521
-40% -$10.8K 0.02% 113
2022
Q3 		$21K Buy
+1,288
New +$22.4K 0.02% 97
2022
Q1 		– Sell
-11,053
Closed -$112K – 42
2021
Q4 		$112K Buy
+11,053
New +$91.2K 0.08% 41

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legend Financial Advisors's PBT Position: Q1 2023 in Review

Legend Financial Advisors sold out of Permian Basin Royalty Trust (PBT) in Q1 2023, closing a stake of 767 shares — an estimated $19.3K sold.

Legend Financial Advisors first reported a position in PBT in Q4 2021 and held it in 3 quarters. The position peaked at $112K in Q4 2021. 82 funds tracked by Wall St. Rank hold PBT as of Q1 2023.

  • Legend Financial Advisors reported no remaining Permian Basin Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 767 Permian Basin Royalty Trust shares in Q1 2023, an estimated $19.3K.
  • Legend Financial Advisors first reported a position in Permian Basin Royalty Trust in Q4 2021 and held it in 3 quarters.
  • Legend Financial Advisors's Permian Basin Royalty Trust position peaked at $112K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.