W
BPT

WealthCollab’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

WealthCollab’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,336
Closed -$1.4K – 885
2024
Q3 		$1.4K Hold
1,336
– – ﹤0.01% 814
2024
Q2 		$3.31K Hold
1,336
– – ﹤0.01% 673
2024
Q1 		$3.23K Buy
+1,336
New +$3.35K ﹤0.01% 679

Other funds holding BPT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

WealthCollab's BPT Position: Q4 2024 in Review

WealthCollab sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2024, closing a stake of 1,336 shares — an estimated $1.4K sold.

WealthCollab first reported a position in BPT in Q1 2024 and held it in 3 quarters. The position peaked at $3.31K in Q2 2024. 55 funds tracked by Wall St. Rank hold BPT as of Q4 2024.

  • WealthCollab reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • WealthCollab sold 1,336 BP Prudhoe Bay Royalty Trust shares in Q4 2024, an estimated $1.4K.
  • WealthCollab first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2024 and held it in 3 quarters.
  • WealthCollab's BP Prudhoe Bay Royalty Trust position peaked at $3.31K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2024.

Based on WealthCollab's 13F filing for Q4 2024, filed 14 Feb 2025.