Selective Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-5,500	Closed	-$90K	–	551
2022 Q3	$90K	Hold	5,500	–	–	0.04%	221
2022 Q2	$91K	Buy	5,500 +3,000	+120%	+$46.5K	0.03%	230
2022 Q1	$31K	Buy	+2,500	New	+$32.2K	0.01%	386

Other funds holding PBT

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

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

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Selective Wealth Management sold out of Permian Basin Royalty Trust (PBT) in Q4 2022, closing a stake of 5,500 shares — an estimated $90K sold.

Selective Wealth Management first reported a position in PBT in Q1 2022 and held it in 3 quarters. The position peaked at $91K in Q2 2022. 77 funds tracked by Wall St. Rank hold PBT as of Q4 2022.

Selective Wealth Management reported no remaining Permian Basin Royalty Trust position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 5,500 Permian Basin Royalty Trust shares in Q4 2022, an estimated $90K.
Selective Wealth Management first reported a position in Permian Basin Royalty Trust in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Permian Basin Royalty Trust position peaked at $91K in Q2 2022.
77 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2022.

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