Steward Partners Investment Advisory’s Scully Royalty SRL Stock Holding History

Steward Partners Investment Advisory’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,648	Closed	-$16K	–	3363
2022 Q1	$16K	Hold	1,648	–	–	﹤0.01%	2472
2021 Q4	$15K	Buy	1,648 +122	+8%	+$1.25K	﹤0.01%	2446
2021 Q3	$17K	Hold	1,526	–	–	﹤0.01%	2399
2021 Q2	$19K	Buy	1,526 +126	+9%	+$1.52K	﹤0.01%	5202
2021 Q1	$12.2K	Buy	+1,400	New	+$11.5K	﹤0.01%	2695

Other funds holding SRL

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Steward Partners Investment Advisory's SRL Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Scully Royalty (SRL) in Q2 2022, closing a stake of 1,648 shares — an estimated $16K sold.

Steward Partners Investment Advisory first reported a position in SRL in Q1 2021 and held it in 5 quarters. The position peaked at $19K in Q2 2021. 17 funds tracked by Wall St. Rank hold SRL as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Scully Royalty position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,648 Scully Royalty shares in Q2 2022, an estimated $16K.
Steward Partners Investment Advisory first reported a position in Scully Royalty in Q1 2021 and held it in 5 quarters.
Steward Partners Investment Advisory's Scully Royalty position peaked at $19K in Q2 2021.
17 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.