McIlrath & Eck’s PermRock Royalty Trust Unit PRT Stock Holding History

McIlrath & Eck’s Portfolio PRT Stock Details PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-283	Closed	-$2.18K	–	957
2022 Q4	$2.18K	Buy	+283	New	+$2.09K	﹤0.01%	745

Other funds holding PRT

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

McIlrath & Eck's PRT Position: Q1 2023 in Review

McIlrath & Eck sold out of PermRock Royalty Trust Unit (PRT) in Q1 2023, closing a stake of 283 shares — an estimated $2.18K sold.

McIlrath & Eck first reported a position in PRT in Q4 2022 and held it in 1 quarter. The position peaked at $2.18K in Q4 2022. 15 funds tracked by Wall St. Rank hold PRT as of Q1 2023.

McIlrath & Eck reported no remaining PermRock Royalty Trust Unit position as of Q1 2023 after selling out during the quarter.
McIlrath & Eck sold 283 PermRock Royalty Trust Unit shares in Q1 2023, an estimated $2.18K.
McIlrath & Eck first reported a position in PermRock Royalty Trust Unit in Q4 2022 and held it in 1 quarter.
McIlrath & Eck's PermRock Royalty Trust Unit position peaked at $2.18K in Q4 2022.
15 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.