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Wipfli Financial Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$6K Buy
+639
New +$7.52K ﹤0.01% 2039

Other funds holding SJT

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Jefferies Group
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wipfli Financial Advisors's SJT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in San Juan Basin Royalty Trust (SJT) in Q3 2022: 639 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings.

83 funds tracked by Wall St. Rank hold SJT as of Q3 2022.

  • Wipfli Financial Advisors held 639 shares of San Juan Basin Royalty Trust worth $6K as of Q3 2022.
  • San Juan Basin Royalty Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2039 holding.
  • 83 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.