Tucker Asset Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Tucker Asset Management’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,508	Closed	-$11.5K	–	1185
2023 Q1	$11.5K	Buy	1,508 +808	+115%	+$8.63K	﹤0.01%	523
2022 Q4	$8.52K	Hold	700	–	–	﹤0.01%	372
2022 Q3	$9.11K	Hold	700	–	–	﹤0.01%	344
2022 Q2	$14.3K	Buy	+700	New	+$12.5K	﹤0.01%	203

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CGIC

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FCH

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Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tucker Asset Management's BPT Position: Q2 2023 in Review

Tucker Asset Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2023, closing a stake of 1,508 shares — an estimated $11.5K sold.

Tucker Asset Management first reported a position in BPT in Q2 2022 and held it in 4 quarters. The position peaked at $14.3K in Q2 2022. 53 funds tracked by Wall St. Rank hold BPT as of Q2 2023.

Tucker Asset Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2023 after selling out during the quarter.
Tucker Asset Management sold 1,508 BP Prudhoe Bay Royalty Trust shares in Q2 2023, an estimated $11.5K.
Tucker Asset Management first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2022 and held it in 4 quarters.
Tucker Asset Management's BP Prudhoe Bay Royalty Trust position peaked at $14.3K in Q2 2022.
53 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.