AJ Wealth Strategies’s Kimbell Royalty Partners KRP Stock Holding History

AJ Wealth Strategies’s Portfolio KRP Stock Details KRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$755K	Sell	51,359 -7,710	-13%	-$119K	0.04%	149
2023 Q1	$900K	Hold	59,069	–	–	0.05%	133
2022 Q4	$986K	Hold	59,069	–	–	0.05%	137
2022 Q3	$1M	Hold	59,069	–	–	0.06%	128
2022 Q2	$926K	Hold	59,069	–	–	0.05%	134
2022 Q1	$960K	Hold	59,069	–	–	0.05%	140
2021 Q4	$805K	Buy	59,069 +24,279	+70%	+$348K	0.04%	154
2021 Q3	$492K	Buy	+34,790	New	+$415K	0.03%	194

Other funds holding KRP

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

AJ Wealth Strategies's KRP Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Kimbell Royalty Partners (KRP) stake by 13% in Q2 2023, selling an estimated $119K and leaving 51,359 shares worth $755K. The position accounts for 0.04% of the portfolio, ranked #149.

AJ Wealth Strategies first reported a position in KRP in Q3 2021 and has held it in 8 quarters since. The position peaked at $1M in Q3 2022. 145 funds tracked by Wall St. Rank hold KRP as of Q2 2023.

AJ Wealth Strategies held 51,359 shares of Kimbell Royalty Partners worth $755K as of Q2 2023.
AJ Wealth Strategies sold 7,710 Kimbell Royalty Partners shares in Q2 2023, an estimated $119K.
Kimbell Royalty Partners made up 0.04% of AJ Wealth Strategies's portfolio in Q2 2023, its #149 holding.
AJ Wealth Strategies first reported a position in Kimbell Royalty Partners in Q3 2021 and has held it in 8 quarters since.
AJ Wealth Strategies's Kimbell Royalty Partners position peaked at $1M in Q3 2022.
145 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.