PRW Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

PRW Wealth Management’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
2023 Q3	$183K	Hold	25,534	–	–	0.07%	103
2023 Q2	$178K	Hold	25,534	–	–	0.06%	76
2023 Q1	$195K	Sell	25,534 -1,500	-6%	-$15.6K	0.08%	110
2022 Q4	$308K	Hold	27,034	–	–	0.13%	45
2022 Q3	$254K	Hold	27,034	–	–	0.12%	73
2022 Q2	$234K	Buy	27,034 +2,000	+8%	+$21.7K	0.14%	85
2022 Q1	$218K	Hold	25,034	–	–	0.1%	107
2021 Q4	$152K	Buy	+25,034	New	+$157K	0.07%	106

Other funds holding SJT

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $678M AUM 16.12% 1-Year Est. Return

Twin Focus Capital Partners Boston, Massachusetts $870M AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return