Permian Basin Royalty Trust shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Permian Basin Royalty Trust
Tip: Access up to 7 years of quarterly data
All positions including Permian Basin Royalty Trust held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Permian Basin Royalty Trust by Beacon Pointe Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 98k | 11.87 |
2024-06-30 | $1.1M | 98k | 11.22 |
2024-03-31 | $1.8M | 151k | 12.06 |
2023-12-31 | $2.1M | 147k | 14.00 |
2023-09-30 | $3.0M | 143k | 21.22 |
2023-06-30 | $4.4M | 176k | 24.94 |
2023-03-31 | $2.8M | 115k | 24.40 |
2022-12-31 | $4.4M | 173k | 25.17 |