SWM
SJT

Selective Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Selective Wealth Management’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-300
Closed -$3K – 625
2022
Q3 		$3K Hold
300
– – ﹤0.01% 647
2022
Q2 		$3K Hold
300
– – ﹤0.01% 679
2022
Q1 		$3K Hold
300
– – ﹤0.01% 645
2021
Q4 		$2K Hold
300
– – ﹤0.01% 614
2021
Q3 		$2K Hold
300
– – ﹤0.01% 545
2021
Q2 		$2K Buy
+300
New +$1.5K ﹤0.01% 463

Other funds holding SJT

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Selective Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q4 2022, closing a stake of 300 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in SJT in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 102 funds tracked by Wall St. Rank hold SJT as of Q4 2022.

  • Selective Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 300 San Juan Basin Royalty Trust shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in San Juan Basin Royalty Trust in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's San Juan Basin Royalty Trust position peaked at $3K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2022.

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