PWMG
BPT

Prestige Wealth Management Group’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-100
Closed -$246 – 1025
2023
Q4 		$246 Buy
+100
New +$406 ﹤0.01% 997

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Prestige Wealth Management Group's BPT Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2024, closing a stake of 100 shares — an estimated $246 sold.

Prestige Wealth Management Group first reported a position in BPT in Q4 2023 and held it in 1 quarter. The position peaked at $246 in Q4 2023. 50 funds tracked by Wall St. Rank hold BPT as of Q1 2024.

  • Prestige Wealth Management Group reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 100 BP Prudhoe Bay Royalty Trust shares in Q1 2024, an estimated $246.
  • Prestige Wealth Management Group first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2023 and held it in 1 quarter.
  • Prestige Wealth Management Group's BP Prudhoe Bay Royalty Trust position peaked at $246 in Q4 2023.
  • 50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.