WWP
STR

WR Wealth Planners’s Sitio Royalties STR Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-51
Closed -$1.2K – 1203
2024
Q2 		$1.2K Buy
51
+1
+2% +$24 ﹤0.01% 939
2024
Q1 		$1.23K Buy
+50
New +$1.13K ﹤0.01% 942

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's STR Position: Q3 2024 in Review

WR Wealth Planners sold out of Sitio Royalties (STR) in Q3 2024, closing a stake of 51 shares — an estimated $1.2K sold.

WR Wealth Planners first reported a position in STR in Q1 2024 and held it in 2 quarters. The position peaked at $1.23K in Q1 2024. 211 funds tracked by Wall St. Rank hold STR as of Q3 2024.

  • WR Wealth Planners reported no remaining Sitio Royalties position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 51 Sitio Royalties shares in Q3 2024, an estimated $1.2K.
  • WR Wealth Planners first reported a position in Sitio Royalties in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Sitio Royalties position peaked at $1.23K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.