VF
SBR

VitalStone Financial’s Sabine Royalty Trust SBR Stock Holding History

VitalStone Financial’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
-6
Closed -$1K – 489
2022
Q4 		$1K Buy
+6
New +$495 ﹤0.01% 497

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Citadel Advisors
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
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

VitalStone Financial's SBR Position: Q1 2023 in Review

VitalStone Financial sold out of Sabine Royalty Trust (SBR) in Q1 2023, closing a stake of 6 shares — an estimated $1K sold.

VitalStone Financial first reported a position in SBR in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 129 funds tracked by Wall St. Rank hold SBR as of Q1 2023.

  • VitalStone Financial reported no remaining Sabine Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • VitalStone Financial sold 6 Sabine Royalty Trust shares in Q1 2023, an estimated $1K.
  • VitalStone Financial first reported a position in Sabine Royalty Trust in Q4 2022 and held it in 1 quarter.
  • VitalStone Financial's Sabine Royalty Trust position peaked at $1K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2023.

Based on VitalStone Financial's 13F filing for Q1 2023, filed 12 May 2023.