U.S. Capital Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-566	Closed	-$48.4K	–	1359
2022 Q4	$48.4K	Buy	+566	New	+$46.7K	﹤0.01%	894

Other funds holding SBR

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

BTI

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

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

CCM

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

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

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

U.S. Capital Wealth Advisors's SBR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2023, closing a stake of 566 shares — an estimated $48.4K sold.

U.S. Capital Wealth Advisors first reported a position in SBR in Q4 2022 and held it in 1 quarter. The position peaked at $48.4K in Q4 2022. 129 funds tracked by Wall St. Rank hold SBR as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 566 Sabine Royalty Trust shares in Q1 2023, an estimated $48.4K.
U.S. Capital Wealth Advisors first reported a position in Sabine Royalty Trust in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Sabine Royalty Trust position peaked at $48.4K in Q4 2022.
129 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.