Venturi Wealth Management »

San Juan Basin Royalty Trust shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management 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 Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in San Juan Basin Royalty Trust by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9k 2.1k 3.70
2024-06-30 $8.6k 2.1k 4.06
2024-03-31 $11k 2.1k 5.29
2023-12-31 $11k 2.1k 5.08
2023-09-30 $15k 2.1k 6.93
2023-06-30 $16k 2.1k 7.43
2023-03-31 $22k 2.1k 10.52
2019-09-30 $6.0k 2.1k 2.82