MFS
STR

Mirabella Financial Services’s Sitio Royalties STR Stock Holding History

Mirabella Financial Services’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,069
Closed -$226K – 680
2024
Q1 		$226K Buy
+9,069
New +$204K 0.02% 437

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OCM
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Vanguard Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
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Wellington Management Group
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirabella Financial Services's STR Position: Q2 2024 in Review

Mirabella Financial Services sold out of Sitio Royalties (STR) in Q2 2024, closing a stake of 9,069 shares — an estimated $226K sold.

Mirabella Financial Services first reported a position in STR in Q1 2024 and held it in 1 quarter. The position peaked at $226K in Q1 2024. 203 funds tracked by Wall St. Rank hold STR as of Q2 2024.

  • Mirabella Financial Services reported no remaining Sitio Royalties position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 9,069 Sitio Royalties shares in Q2 2024, an estimated $226K.
  • Mirabella Financial Services first reported a position in Sitio Royalties in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's Sitio Royalties position peaked at $226K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Sitio Royalties as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.