Silicon Hills Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Silicon Hills Wealth Management’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
2023 Q2	$241K	Buy	+9,666	New	+$239K	0.14%	78

Other funds holding PBT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Silicon Hills Wealth Management's PBT Position: Q2 2023 in Review

Silicon Hills Wealth Management opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2023: 9,666 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #78 among its holdings.

86 funds tracked by Wall St. Rank hold PBT as of Q2 2023.

Silicon Hills Wealth Management held 9,666 shares of Permian Basin Royalty Trust worth $241K as of Q2 2023.
Permian Basin Royalty Trust was a new Silicon Hills Wealth Management position in Q2 2023.
Permian Basin Royalty Trust made up 0.14% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #78 holding.
86 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.