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San Juan Basin Royalty Trust shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in San Juan Basin Royalty Trust by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 43k 5.07
2023-09-30 $299k 43k 6.91
2023-06-30 $298k 40k 7.40

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset Management

Top funds holding San Juan Basin Royalty Trust

Significant Wealth Partners
Wealthsource Partners
Beck Bode
Mcdaniel Terry & Co
Wells Fargo & Company
Pingora Partners
Mraz, Amerine & Associates
Beacon Pointe Advisors
Horizon Kinetics Asset Management
Raymond James Financial Services Advisors
Citadel Advisors
Two Sigma Investments
Ingalls & Snyder
Creative Planning
Price Jennifer C.

View all funds holding San Juan Basin Royalty Trust