SWM
BPT

SeaCrest Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-1,800
Closed -$37K – 743
2022
Q2 		$37K Buy
+1,800
New +$32.3K ﹤0.01% 1241

Other funds holding BPT

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Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

SeaCrest Wealth Management's BPT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2022, closing a stake of 1,800 shares — an estimated $37K sold.

SeaCrest Wealth Management first reported a position in BPT in Q2 2022 and held it in 1 quarter. The position peaked at $37K in Q2 2022. 65 funds tracked by Wall St. Rank hold BPT as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,800 BP Prudhoe Bay Royalty Trust shares in Q3 2022, an estimated $37K.
  • SeaCrest Wealth Management first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's BP Prudhoe Bay Royalty Trust position peaked at $37K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.