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SJT

WealthCollab’s San Juan Basin Royalty Trust SJT Stock Holding History

WealthCollab’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
Q4 		– Sell
-699
Closed -$2.57K – 935
2024
Q3 		$2.57K Hold
699
– – ﹤0.01% 737
2024
Q2 		$2.82K Sell
699
-316
-31% -$1.39K ﹤0.01% 700
2024
Q1 		$5.38K Buy
1,015
+900
+783% +$4.69K ﹤0.01% 573
2023
Q4 		$584 Buy
+115
New +$769 ﹤0.01% 854

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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

WealthCollab's SJT Position: Q4 2024 in Review

WealthCollab sold out of San Juan Basin Royalty Trust (SJT) in Q4 2024, closing a stake of 699 shares — an estimated $2.57K sold.

WealthCollab first reported a position in SJT in Q4 2023 and held it in 4 quarters. The position peaked at $5.38K in Q1 2024. 87 funds tracked by Wall St. Rank hold SJT as of Q4 2024.

  • WealthCollab reported no remaining San Juan Basin Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • WealthCollab sold 699 San Juan Basin Royalty Trust shares in Q4 2024, an estimated $2.57K.
  • WealthCollab first reported a position in San Juan Basin Royalty Trust in Q4 2023 and held it in 4 quarters.
  • WealthCollab's San Juan Basin Royalty Trust position peaked at $5.38K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2024.

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