PFGIA
BPT

Patriot Financial Group Insurance Agency’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60
Closed -$1K – 599
2022
Q2 		$1K Buy
+60
New +$1.07K ﹤0.01% 1864

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WS
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BPT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2022, closing a stake of 60 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in BPT in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 65 funds tracked by Wall St. Rank hold BPT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 60 BP Prudhoe Bay Royalty Trust shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's BP Prudhoe Bay Royalty Trust position peaked at $1K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.