SkyOak Wealth’s Sabine Royalty Trust SBR Stock Holding History

SkyOak Wealth’s Portfolio SBR Stock Details SBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,902	Closed	-$208K	–	265
2023 Q1	$208K	Buy	2,902 +238	+9%	+$18.7K	0.06%	221
2022 Q4	$228K	Buy	+2,664	New	+$220K	0.08%	186

Other funds holding SBR

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

SkyOak Wealth's SBR Position: Q2 2023 in Review

SkyOak Wealth sold out of Sabine Royalty Trust (SBR) in Q2 2023, closing a stake of 2,902 shares — an estimated $208K sold.

SkyOak Wealth first reported a position in SBR in Q4 2022 and held it in 2 quarters. The position peaked at $228K in Q4 2022. 123 funds tracked by Wall St. Rank hold SBR as of Q2 2023.

SkyOak Wealth reported no remaining Sabine Royalty Trust position as of Q2 2023 after selling out during the quarter.
SkyOak Wealth sold 2,902 Sabine Royalty Trust shares in Q2 2023, an estimated $208K.
SkyOak Wealth first reported a position in Sabine Royalty Trust in Q4 2022 and held it in 2 quarters.
SkyOak Wealth's Sabine Royalty Trust position peaked at $228K in Q4 2022.
123 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.