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Newbridge Financial Services Group’s Sabine Royalty Trust SBR Stock Holding History

Newbridge Financial Services Group’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-45
Closed -$3K – 1501
2022
Q3 		$3K Buy
+45
New +$3.19K ﹤0.01% 1149

Other funds holding SBR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Newbridge Financial Services Group's SBR Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Sabine Royalty Trust (SBR) in Q4 2022, closing a stake of 45 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in SBR in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 124 funds tracked by Wall St. Rank hold SBR as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Sabine Royalty Trust position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 45 Sabine Royalty Trust shares in Q4 2022, an estimated $3K.
  • Newbridge Financial Services Group first reported a position in Sabine Royalty Trust in Q3 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's Sabine Royalty Trust position peaked at $3K in Q3 2022.
  • 124 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.