WP
BPT

WealthPLAN Partners’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-140
Closed -$1.07K – 1274
2023
Q1 		$1.07K Buy
+140
New +$1.5K ﹤0.01% 1196
2015
Q4 		$14 Buy
+600
New +$21.1K ﹤0.01% 1714

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WealthPLAN Partners's BPT Position: Q2 2023 in Review

WealthPLAN Partners sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2023, closing a stake of 140 shares — an estimated $1.07K sold.

WealthPLAN Partners first reported a position in BPT in Q4 2015 and held it in 2 quarters. The position peaked at $1.07K in Q1 2023. 54 funds tracked by Wall St. Rank hold BPT as of Q2 2023.

  • WealthPLAN Partners reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 140 BP Prudhoe Bay Royalty Trust shares in Q2 2023, an estimated $1.07K.
  • WealthPLAN Partners first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's BP Prudhoe Bay Royalty Trust position peaked at $1.07K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.