MHR
PBT

Matthew Hamilton Rosenberg’s Permian Basin Royalty Trust PBT Stock Holding History

Matthew Hamilton Rosenberg’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
2022
Q1 		– Sell
-100
Closed -$1K – 758
2021
Q4 		$1K Hold
100
– – ﹤0.01% 711
2021
Q3 		$1K Hold
100
– – ﹤0.01% 680
2021
Q2 		$1K Buy
+100
New +$436 ﹤0.01% 578

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's PBT Position: Q1 2022 in Review

Matthew Hamilton Rosenberg sold out of Permian Basin Royalty Trust (PBT) in Q1 2022, closing a stake of 100 shares — an estimated $1K sold.

Matthew Hamilton Rosenberg first reported a position in PBT in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 61 funds tracked by Wall St. Rank hold PBT as of Q1 2022.

  • Matthew Hamilton Rosenberg reported no remaining Permian Basin Royalty Trust position as of Q1 2022 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 100 Permian Basin Royalty Trust shares in Q1 2022, an estimated $1K.
  • Matthew Hamilton Rosenberg first reported a position in Permian Basin Royalty Trust in Q2 2021 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's Permian Basin Royalty Trust position peaked at $1K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2022, filed 14 Apr 2022.