MWM
PVL

Marion Wealth Management’s Permianville Royalty Trust PVL Stock Holding History

Marion Wealth Management’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
Q4 		– Sell
-10,600
Closed -$26.7K – 129
2023
Q3 		$26.7K Buy
+10,600
New +$28.7K 0.01% 109

Other funds holding PVL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Marion Wealth Management's PVL Position: Q4 2023 in Review

Marion Wealth Management sold out of Permianville Royalty Trust (PVL) in Q4 2023, closing a stake of 10,600 shares — an estimated $26.7K sold.

Marion Wealth Management first reported a position in PVL in Q3 2023 and held it in 1 quarter. The position peaked at $26.7K in Q3 2023. 23 funds tracked by Wall St. Rank hold PVL as of Q4 2023.

  • Marion Wealth Management reported no remaining Permianville Royalty Trust position as of Q4 2023 after selling out during the quarter.
  • Marion Wealth Management sold 10,600 Permianville Royalty Trust shares in Q4 2023, an estimated $26.7K.
  • Marion Wealth Management first reported a position in Permianville Royalty Trust in Q3 2023 and held it in 1 quarter.
  • Marion Wealth Management's Permianville Royalty Trust position peaked at $26.7K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.