SPA
SJT

Shore Point Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Shore Point Advisors’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
Q1 		– Sell
-488
Closed -$3K – 169
2021
Q4 		$3K Buy
+488
New +$3.06K ﹤0.01% 171

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Shore Point Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q1 2022, closing a stake of 488 shares — an estimated $3K sold.

Shore Point Advisors first reported a position in SJT in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 77 funds tracked by Wall St. Rank hold SJT as of Q1 2022.

  • Shore Point Advisors reported no remaining San Juan Basin Royalty Trust position as of Q1 2022 after selling out during the quarter.
  • Shore Point Advisors sold 488 San Juan Basin Royalty Trust shares in Q1 2022, an estimated $3K.
  • Shore Point Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2021 and held it in 1 quarter.
  • Shore Point Advisors's San Juan Basin Royalty Trust position peaked at $3K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2022.

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