San Juan Basin Royalty Trust shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in San Juan Basin Royalty Trust
Tip: Access up to 7 years of quarterly data
All positions including San Juan 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 San Juan Basin Royalty Trust by Beacon Pointe Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $68k | 18k | 3.68 |
2024-06-30 | $89k | 22k | 4.04 |
2024-03-31 | $743k | 140k | 5.30 |
2023-12-31 | $710k | 140k | 5.07 |
2023-09-30 | $964k | 140k | 6.91 |
2023-06-30 | $1.0M | 140k | 7.43 |
2023-03-31 | $168k | 16k | 10.52 |
2022-12-31 | $1.3M | 115k | 11.40 |