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

Selective 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 Q4	–	Sell	-500	Closed	-$6K	–	193
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	569
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	556
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	567
2021 Q4	$2K	Hold	500	–	–	﹤0.01%	601
2021 Q3	$2K	Sell	500 -400	-44%	-$1.54K	﹤0.01%	536
2021 Q2	$5K	Sell	900 -400	-31%	-$1.6K	﹤0.01%	397
2021 Q1	$5K	Buy	+1,300	New	+$4.89K	﹤0.01%	305

Other funds holding BPT

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

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

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jenkins Wealth Englewood, Colorado $249M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Selective Wealth Management's BPT Position: Q4 2022 in Review

Selective Wealth Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2022, closing a stake of 500 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in BPT in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q2 2022. 69 funds tracked by Wall St. Rank hold BPT as of Q4 2022.

Selective Wealth Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 500 BP Prudhoe Bay Royalty Trust shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's BP Prudhoe Bay Royalty Trust position peaked at $10K in Q2 2022.
69 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.