SWP
MTR

Significant Wealth Partners’s Mesa Royalty Trust MTR Stock Holding History

Significant Wealth Partners’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-42,099
Closed -$549K – 175
2023
Q4 		$549K Buy
+42,099
New +$614K 0.4% 72

Other funds holding MTR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Significant Wealth Partners's MTR Position: Q1 2024 in Review

Significant Wealth Partners sold out of Mesa Royalty Trust (MTR) in Q1 2024, closing a stake of 42,099 shares — an estimated $549K sold.

Significant Wealth Partners first reported a position in MTR in Q4 2023 and held it in 1 quarter. The position peaked at $549K in Q4 2023. 11 funds tracked by Wall St. Rank hold MTR as of Q1 2024.

  • Significant Wealth Partners reported no remaining Mesa Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 42,099 Mesa Royalty Trust shares in Q1 2024, an estimated $549K.
  • Significant Wealth Partners first reported a position in Mesa Royalty Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Mesa Royalty Trust position peaked at $549K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.