Avantax Advisory Services’s Texas Pacific Land TPL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.33M	Sell	6,624 -135	-2%	-$55.2K	0.01%	727
2025 Q1	$2.99M	Buy	6,759 +2,985	+79%	+$1.33M	0.02%	577
2024 Q4	$1.39M	Buy	3,774 +117	+3%	+$47.8K	0.01%	892
2024 Q3	$1.08M	Buy	3,657 +120	+3%	+$32.9K	0.01%	977
2024 Q2	$866K	Buy	3,537 +507	+17%	+$106K	0.01%	1062
2024 Q1	$584K	Buy	3,030 +42	+1%	+$7.21K	0.01%	967
2023 Q4	$521K	Buy	2,988 +18	+0.6%	+$3.42K	0.01%	962
2023 Q3	$601K	Hold	2,970	–	–	0.01%	872
2023 Q2	$434K	Hold	2,970	–	–	0.01%	1003
2023 Q1	$561K	Sell	2,970 -504	-15%	-$105K	0.01%	867
2022 Q4	$904K	Buy	3,474 +342	+11%	+$90.6K	0.01%	664
2022 Q3	$618K	Hold	3,132	–	–	0.01%	695
2022 Q2	$517K	Buy	3,132 +54	+2%	+$8.83K	0.01%	770
2022 Q1	$462K	Buy	3,078 +9	+0.3%	+$1.19K	0.01%	814
2021 Q4	$426K	Hold	3,069	–	–	0.01%	820
2021 Q3	$411K	Buy	3,069 +9	+0.3%	+$1.4K	0.01%	793
2021 Q2	$543K	Buy	3,060 +9	+0.3%	+$1.57K	0.01%	677
2021 Q1	$540K	Buy	+3,051	New	+$380K	0.01%	596
2020 Q4	–	Sell	-4,797	Closed	-$241K	–	1328
2020 Q3	$241K	Buy	4,797 +1,098	+30%	+$65.5K	﹤0.01%	1135
2020 Q2	$245K	Buy	+3,699	New	+$227K	0.01%	714
2020 Q1	–	Sell	-3,564	Closed	-$309K	–	887
2019 Q4	$309K	Hold	3,564	–	–	0.01%	617
2019 Q3	$257K	Hold	3,564	–	–	0.01%	471
2019 Q2	$311K	Hold	3,564	–	–	0.01%	387
2019 Q1	$306K	Sell	3,564 -1,098	-24%	-$85.8K	0.02%	354
2018 Q4	$280K	Buy	+4,662	New	+$336K	0.05%	308

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's TPL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Texas Pacific Land (TPL) stake by 2% in Q2 2025, selling an estimated $55.2K and leaving 6,624 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #727.

Avantax Advisory Services first reported a position in TPL in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.99M in Q1 2025. 733 funds tracked by Wall St. Rank hold TPL as of Q2 2025.

Avantax Advisory Services held 6,624 shares of Texas Pacific Land worth $2.33M as of Q2 2025.
Avantax Advisory Services sold 135 Texas Pacific Land shares in Q2 2025, an estimated $55.2K.
Texas Pacific Land made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #727 holding.
Avantax Advisory Services first reported a position in Texas Pacific Land in Q4 2018 and has held it in 25 quarters since.
Avantax Advisory Services's Texas Pacific Land position peaked at $2.99M in Q1 2025.
733 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.