WCM
STR

WealthTrak Capital Management’s Sitio Royalties STR Stock Holding History

WealthTrak Capital Management’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$96 – 1101
2024
Q4 		$96 Buy
+5
New +$112 ﹤0.01% 916

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthTrak Capital Management's STR Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Sitio Royalties (STR) in Q1 2025, closing a stake of 5 shares — an estimated $96 sold.

WealthTrak Capital Management first reported a position in STR in Q4 2024 and held it in 1 quarter. The position peaked at $96 in Q4 2024. 233 funds tracked by Wall St. Rank hold STR as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Sitio Royalties position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Sitio Royalties shares in Q1 2025, an estimated $96.
  • WealthTrak Capital Management first reported a position in Sitio Royalties in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Sitio Royalties position peaked at $96 in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.