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SJT

NewEdge Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

NewEdge Advisors’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$22 – 4136
2025
Q1 		$22 Hold
4
– – ﹤0.01% 3892
2024
Q4 		$15 Hold
4
– – ﹤0.01% 3857
2024
Q3 		$15 Hold
4
– – ﹤0.01% 3777
2024
Q2 		$16 Sell
4
-54
-93% -$237 ﹤0.01% 3744
2024
Q1 		$307 Buy
58
+54
+1,350% +$281 ﹤0.01% 3639
2023
Q4 		$20 Buy
+4
New +$27 ﹤0.01% 3697
2023
Q1 		– Sell
-78
Closed -$879 – 4047
2022
Q4 		$879 Buy
+78
New +$856 ﹤0.01% 3066
2017
Q3 		– Sell
-1,200
Closed -$7.75K – 997
2017
Q2 		$7.75K Buy
+1,200
New +$8.68K ﹤0.01% 1046

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's SJT Position: Q2 2025 in Review

NewEdge Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q2 2025, closing a stake of 4 shares — an estimated $22 sold.

NewEdge Advisors first reported a position in SJT in Q2 2017 and held it in 8 quarters. The position peaked at $7.75K in Q2 2017. 86 funds tracked by Wall St. Rank hold SJT as of Q2 2025.

  • NewEdge Advisors reported no remaining San Juan Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 4 San Juan Basin Royalty Trust shares in Q2 2025, an estimated $22.
  • NewEdge Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2017 and held it in 8 quarters.
  • NewEdge Advisors's San Juan Basin Royalty Trust position peaked at $7.75K in Q2 2017.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.