RS Crum Inc’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

RS Crum Inc’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,001	Closed	-$49.6K	–	95
2024 Q2	$49.6K	Buy	+20,001	New	+$48.3K	0.01%	93

Other funds holding BPT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

RS Crum Inc's BPT Position: Q3 2024 in Review

RS Crum Inc sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2024, closing a stake of 20,001 shares — an estimated $49.6K sold.

RS Crum Inc first reported a position in BPT in Q2 2024 and held it in 1 quarter. The position peaked at $49.6K in Q2 2024. 45 funds tracked by Wall St. Rank hold BPT as of Q3 2024.

RS Crum Inc reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2024 after selling out during the quarter.
RS Crum Inc sold 20,001 BP Prudhoe Bay Royalty Trust shares in Q3 2024, an estimated $49.6K.
RS Crum Inc first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2024 and held it in 1 quarter.
RS Crum Inc's BP Prudhoe Bay Royalty Trust position peaked at $49.6K in Q2 2024.
45 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2024.

Based on RS Crum Inc's 13F filing for Q3 2024, filed 13 Nov 2024.