AIA
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Avalon Investment & Advisory’s Texas Pacific Land TPL Stock Holding History

Avalon Investment & Advisory’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
2023
Q1 		$381K Hold
2,016
– – 0.01% 271
2022
Q4 		$525K Hold
2,016
– – 0.01% 247
2022
Q3 		$398K Hold
2,016
– – 0.01% 247
2022
Q2 		$333K Hold
2,016
– – 0.01% 260
2022
Q1 		$303K Sell
2,016
-90
-4% -$11.9K 0.01% 281
2021
Q4 		$292K Hold
2,106
– – 0.01% 277
2021
Q3 		$283K Hold
2,106
– – 0.01% 314
2021
Q2 		$374K Buy
+2,106
New +$367K 0.01% 304

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return