SWP
SJT

Significant Wealth Partners’s San Juan Basin Royalty Trust SJT Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-584,526
Closed -$2.96M – 186
2023
Q4 		$2.96M Buy
+584,526
New +$3.91M 2.16% 10

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Significant Wealth Partners sold out of San Juan Basin Royalty Trust (SJT) in Q1 2024, closing a stake of 584,526 shares — an estimated $2.96M sold.

Significant Wealth Partners first reported a position in SJT in Q4 2023 and held it in 1 quarter. The position peaked at $2.96M in Q4 2023. 82 funds tracked by Wall St. Rank hold SJT as of Q1 2024.

  • Significant Wealth Partners reported no remaining San Juan Basin Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 584,526 San Juan Basin Royalty Trust shares in Q1 2024, an estimated $2.96M.
  • Significant Wealth Partners first reported a position in San Juan Basin Royalty Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's San Juan Basin Royalty Trust position peaked at $2.96M in Q4 2023.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2024.

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