VAG
SJT

VisionPoint Advisory Group’s San Juan Basin Royalty Trust SJT Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-10,473
Closed -$42.3K – 682
2024
Q2 		$42.3K Buy
10,473
+135
+1% +$593 0.02% 292
2024
Q1 		$54.8K Buy
10,338
+2,017
+24% +$10.5K 0.02% 255
2023
Q4 		$42.2K Buy
+8,321
New +$55.6K 0.02% 263
2023
Q3 		– Sell
-8,150
Closed -$60.3K – 813
2023
Q2 		$60.3K Buy
+8,150
New +$69.1K 0.02% 199

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
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VisionPoint Advisory Group's SJT Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of San Juan Basin Royalty Trust (SJT) in Q3 2024, closing a stake of 10,473 shares — an estimated $42.3K sold.

VisionPoint Advisory Group first reported a position in SJT in Q2 2023 and held it in 4 quarters. The position peaked at $60.3K in Q2 2023. 77 funds tracked by Wall St. Rank hold SJT as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining San Juan Basin Royalty Trust position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 10,473 San Juan Basin Royalty Trust shares in Q3 2024, an estimated $42.3K.
  • VisionPoint Advisory Group first reported a position in San Juan Basin Royalty Trust in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's San Juan Basin Royalty Trust position peaked at $60.3K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.