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Axxcess Wealth Management’s Kimbell Royalty Partners KRP Stock Holding History

Axxcess Wealth Management’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
2024
Q2 		– Sell
-12,400
Closed -$192K – 908
2024
Q1 		$192K Hold
12,400
– – 0.01% 828
2023
Q4 		$187K Hold
12,400
– – 0.01% 793
2023
Q3 		$198K Buy
+12,400
New +$188K 0.01% 742

Other funds holding KRP

RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Axxcess Wealth Management's KRP Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Kimbell Royalty Partners (KRP) in Q2 2024, closing a stake of 12,400 shares — an estimated $192K sold.

Axxcess Wealth Management first reported a position in KRP in Q3 2023 and held it in 3 quarters. The position peaked at $198K in Q3 2023. 146 funds tracked by Wall St. Rank hold KRP as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Kimbell Royalty Partners position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,400 Kimbell Royalty Partners shares in Q2 2024, an estimated $192K.
  • Axxcess Wealth Management first reported a position in Kimbell Royalty Partners in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Kimbell Royalty Partners position peaked at $198K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.