AWM
TPL icon

AE Wealth Management’s Texas Pacific Land TPL Stock Holding History

AE Wealth Management’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$332K Buy
+699
New +$300K ﹤0.01% 1324
2023
Q4 		– Sell
-999
Closed -$202K – 2182
2023
Q3 		$202K Sell
999
-396
-28% -$74.7K ﹤0.01% 1781
2023
Q2 		$204K Sell
1,395
-45
-3% -$7.21K ﹤0.01% 1743
2023
Q1 		$272K Sell
1,440
-99
-6% -$20.6K ﹤0.01% 1598
2022
Q4 		$401K Sell
1,539
-90
-6% -$23.9K ﹤0.01% 1391
2022
Q3 		$322K Sell
1,629
-27
-2% -$5.2K ﹤0.01% 1448
2022
Q2 		$274K Sell
1,656
-234
-12% -$38.3K ﹤0.01% 1470
2022
Q1 		$284K Buy
+1,890
New +$249K ﹤0.01% 1441

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $645M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return