Silicon Hills Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Silicon Hills Wealth Management’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
2023 Q2	$298K	Buy	+40,250	New	+$341K	0.17%	67
2022 Q2	–	Sell	-10,402	Closed	-$91K	–	112
2022 Q1	$91K	Sell	10,402 -5,150	-33%	-$36K	0.06%	106
2021 Q4	$95K	Sell	15,552 -100	-0.6%	-$627	0.06%	116
2021 Q3	$79K	Buy	+15,652	New	+$75.8K	0.05%	113
2020 Q1	–	Sell	-1	Closed	–	–	257
2019 Q4	$0	Buy	+1	New	+$3	﹤0.01%	309

Other funds holding SJT

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Silicon Hills Wealth Management opened a new position in San Juan Basin Royalty Trust (SJT) in Q2 2023: 40,250 shares worth $298K. The stake represents 0.17% of the portfolio and ranks #67 among its holdings. This is a return to the name: Silicon Hills Wealth Management previously reported a position in SJT as recently as Q1 2022.

Silicon Hills Wealth Management first reported a position in SJT in Q4 2019 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold SJT as of Q2 2023.

Silicon Hills Wealth Management held 40,250 shares of San Juan Basin Royalty Trust worth $298K as of Q2 2023.
San Juan Basin Royalty Trust was a new Silicon Hills Wealth Management position in Q2 2023.
San Juan Basin Royalty Trust made up 0.17% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #67 holding.
Silicon Hills Wealth Management first reported a position in San Juan Basin Royalty Trust in Q4 2019 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2023.

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