Planning Capital Management Corporation’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$729	Buy	+694	New	+$1.19K	﹤0.01%	649

Other funds holding BPT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Planning Capital Management Corporation's BPT Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in BP Prudhoe Bay Royalty Trust (BPT) in Q3 2024: 694 shares worth $729. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

45 funds tracked by Wall St. Rank hold BPT as of Q3 2024.

Planning Capital Management Corporation held 694 shares of BP Prudhoe Bay Royalty Trust worth $729 as of Q3 2024.
BP Prudhoe Bay Royalty Trust was a new Planning Capital Management Corporation position in Q3 2024.
BP Prudhoe Bay Royalty Trust made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #649 holding.
45 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.