PA
SJT

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

PSI 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
2023
Q4 		– Sell
-150
Closed -$1.04K – 892
2023
Q3 		$1.04K Sell
150
-380
-72% -$2.74K ﹤0.01% 733
2023
Q2 		$3.94K Hold
530
– – ﹤0.01% 611
2023
Q1 		$5.58K Buy
530
+250
+89% +$2.6K ﹤0.01% 517
2022
Q4 		$3.2K Buy
+280
New +$3.07K ﹤0.01% 566
2021
Q4 		– Sell
-330
Closed -$2K – 814
2021
Q3 		$2K Buy
+330
New +$1.6K ﹤0.01% 663

Other funds holding SJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

PSI Advisors's SJT Position: Q4 2023 in Review

PSI Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q4 2023, closing a stake of 150 shares — an estimated $1.04K sold.

PSI Advisors first reported a position in SJT in Q3 2021 and held it in 5 quarters. The position peaked at $5.58K in Q1 2023. 97 funds tracked by Wall St. Rank hold SJT as of Q4 2023.

  • PSI Advisors reported no remaining San Juan Basin Royalty Trust position as of Q4 2023 after selling out during the quarter.
  • PSI Advisors sold 150 San Juan Basin Royalty Trust shares in Q4 2023, an estimated $1.04K.
  • PSI Advisors first reported a position in San Juan Basin Royalty Trust in Q3 2021 and held it in 5 quarters.
  • PSI Advisors's San Juan Basin Royalty Trust position peaked at $5.58K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.