VWM
SJT

Venturi Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Venturi Wealth Management’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,128
Closed -$8.15K – 1604
2024
Q4 		$8.15K Hold
2,128
– – ﹤0.01% 1486
2024
Q3 		$7.87K Hold
2,128
– – ﹤0.01% 1255
2024
Q2 		$8.64K Hold
2,128
– – ﹤0.01% 1134
2024
Q1 		$11.3K Hold
2,128
– – ﹤0.01% 907
2023
Q4 		$10.8K Hold
2,128
– – ﹤0.01% 862
2023
Q3 		$14.7K Hold
2,128
– – ﹤0.01% 714
2023
Q2 		$15.8K Hold
2,128
– – ﹤0.01% 596
2023
Q1 		$22.4K Buy
+2,128
New +$22.1K ﹤0.01% 578

Other funds holding SJT

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Venturi Wealth Management's SJT Position: Q1 2025 in Review

Venturi Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q1 2025, closing a stake of 2,128 shares — an estimated $8.15K sold.

Venturi Wealth Management first reported a position in SJT in Q1 2023 and held it in 8 quarters. The position peaked at $22.4K in Q1 2023. 86 funds tracked by Wall St. Rank hold SJT as of Q1 2025.

  • Venturi Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,128 San Juan Basin Royalty Trust shares in Q1 2025, an estimated $8.15K.
  • Venturi Wealth Management first reported a position in San Juan Basin Royalty Trust in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's San Juan Basin Royalty Trust position peaked at $22.4K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.