SPA
PBT

Shore Point Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Shore Point Advisors’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
Q1 		– Sell
-488
Closed -$5K – 150
2021
Q4 		$5K Buy
+488
New +$4.03K ﹤0.01% 148

Other funds holding PBT

SA
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Shore Point Advisors's PBT Position: Q1 2022 in Review

Shore Point Advisors sold out of Permian Basin Royalty Trust (PBT) in Q1 2022, closing a stake of 488 shares — an estimated $5K sold.

Shore Point Advisors first reported a position in PBT in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 61 funds tracked by Wall St. Rank hold PBT as of Q1 2022.

  • Shore Point Advisors reported no remaining Permian Basin Royalty Trust position as of Q1 2022 after selling out during the quarter.
  • Shore Point Advisors sold 488 Permian Basin Royalty Trust shares in Q1 2022, an estimated $5K.
  • Shore Point Advisors first reported a position in Permian Basin Royalty Trust in Q4 2021 and held it in 1 quarter.
  • Shore Point Advisors's Permian Basin Royalty Trust position peaked at $5K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.