VWA
PBT

Visionary Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Visionary Wealth Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,722
Closed -$218K – 472
2023
Q2 		$218K Hold
8,722
– – 0.02% 420
2023
Q1 		$213K Buy
+8,722
New +$208K 0.02% 415

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Visionary Wealth Advisors's PBT Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of Permian Basin Royalty Trust (PBT) in Q3 2023, closing a stake of 8,722 shares — an estimated $218K sold.

Visionary Wealth Advisors first reported a position in PBT in Q1 2023 and held it in 2 quarters. The position peaked at $218K in Q2 2023. 87 funds tracked by Wall St. Rank hold PBT as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining Permian Basin Royalty Trust position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,722 Permian Basin Royalty Trust shares in Q3 2023, an estimated $218K.
  • Visionary Wealth Advisors first reported a position in Permian Basin Royalty Trust in Q1 2023 and held it in 2 quarters.
  • Visionary Wealth Advisors's Permian Basin Royalty Trust position peaked at $218K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.