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Regal Investment Advisors’s Dorchester Minerals DMLP Stock Holding History

Regal Investment Advisors’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,062
Closed -$204K – 577
2024
Q1 		$204K Buy
+6,062
New +$191K 0.01% 548

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's DMLP Position: Q2 2024 in Review

Regal Investment Advisors sold out of Dorchester Minerals (DMLP) in Q2 2024, closing a stake of 6,062 shares — an estimated $204K sold.

Regal Investment Advisors first reported a position in DMLP in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 124 funds tracked by Wall St. Rank hold DMLP as of Q2 2024.

  • Regal Investment Advisors reported no remaining Dorchester Minerals position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,062 Dorchester Minerals shares in Q2 2024, an estimated $204K.
  • Regal Investment Advisors first reported a position in Dorchester Minerals in Q1 2024 and held it in 1 quarter.
  • Regal Investment Advisors's Dorchester Minerals position peaked at $204K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.