TCI Wealth Advisors’s Sitio Royalties STR Stock Holding History

TCI Wealth Advisors’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-793	Closed	-$22.9K	–	2632
2022 Q4	$22.9K	Hold	793	–	–	﹤0.01%	635
2022 Q3	$18K	Buy	793 +91	+13%	+$2.36K	﹤0.01%	715
2022 Q2	$16K	Sell	702 -323	-32%	-$8.95K	﹤0.01%	746
2022 Q1	$28K	Sell	1,025 -66	-6%	-$1.49K	﹤0.01%	564
2021 Q4	$21K	Sell	1,091 -133	-11%	-$2.83K	﹤0.01%	692
2021 Q3	$23K	Buy	1,224 +776	+173%	+$14.5K	﹤0.01%	636
2021 Q2	$9K	Buy	448 +197	+78%	+$3.78K	﹤0.01%	1064
2021 Q1	$5K	Buy	+251	New	+$3.98K	﹤0.01%	1304
2020 Q1	–	Sell	-87	Closed	-$2K	–	1748
2019 Q4	$2K	Buy	87 +6	+7%	+$153	﹤0.01%	1202
2019 Q3	$2K	Buy	+81	New	+$2.25K	﹤0.01%	1146

Other funds holding STR

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's STR Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Sitio Royalties (STR) in Q1 2023, closing a stake of 793 shares — an estimated $22.9K sold.

TCI Wealth Advisors first reported a position in STR in Q3 2019 and held it in 10 quarters. The position peaked at $28K in Q1 2022. 187 funds tracked by Wall St. Rank hold STR as of Q1 2023.

TCI Wealth Advisors reported no remaining Sitio Royalties position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 793 Sitio Royalties shares in Q1 2023, an estimated $22.9K.
TCI Wealth Advisors first reported a position in Sitio Royalties in Q3 2019 and held it in 10 quarters.
TCI Wealth Advisors's Sitio Royalties position peaked at $28K in Q1 2022.
187 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.