RWA
SBR

RGT Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

RGT Wealth Advisors’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-700
Closed -$29K – 292
2021
Q4 		$29K Buy
+700
New +$29.8K ﹤0.01% 166

Other funds holding SBR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

RGT Wealth Advisors's SBR Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2022, closing a stake of 700 shares — an estimated $29K sold.

RGT Wealth Advisors first reported a position in SBR in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 92 funds tracked by Wall St. Rank hold SBR as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 700 Sabine Royalty Trust shares in Q1 2022, an estimated $29K.
  • RGT Wealth Advisors first reported a position in Sabine Royalty Trust in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's Sabine Royalty Trust position peaked at $29K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.