RWB
PBT

RMR Wealth Builders’s Permian Basin Royalty Trust PBT Stock Holding History

RMR Wealth Builders’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-275
Closed -$1K – 533
2021
Q1 		$1K Hold
275
– – ﹤0.01% 764
2020
Q4 		$1K Buy
+275
New +$761 ﹤0.01% 507

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
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
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RMR Wealth Builders's PBT Position: Q2 2021 in Review

RMR Wealth Builders sold out of Permian Basin Royalty Trust (PBT) in Q2 2021, closing a stake of 275 shares — an estimated $1K sold.

RMR Wealth Builders first reported a position in PBT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 48 funds tracked by Wall St. Rank hold PBT as of Q2 2021.

  • RMR Wealth Builders reported no remaining Permian Basin Royalty Trust position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 275 Permian Basin Royalty Trust shares in Q2 2021, an estimated $1K.
  • RMR Wealth Builders first reported a position in Permian Basin Royalty Trust in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Permian Basin Royalty Trust position peaked at $1K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.