Baron Financial Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Baron Financial Group’s Portfolio TPYP Stock Details TPYP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-73	Closed	-$1.77K	–	180
2022 Q2	$1.77K	Hold	73	–	–	﹤0.01%	188
2022 Q1	$1.93K	Hold	73	–	–	﹤0.01%	203
2021 Q4	$1.62K	Hold	73	–	–	﹤0.01%	206
2021 Q3	$1.59K	Hold	73	–	–	﹤0.01%	211
2021 Q2	$1.65K	Hold	73	–	–	﹤0.01%	223
2021 Q1	$1.48K	Hold	73	–	–	﹤0.01%	226
2020 Q4	$1.26K	Hold	73	–	–	﹤0.01%	237
2020 Q3	$1.09K	Buy	+73	New	+$1.21K	﹤0.01%	255

Other funds holding TPYP

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Baron Financial Group's TPYP Position: Q3 2022 in Review

Baron Financial Group sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2022, closing a stake of 73 shares — an estimated $1.77K sold.

Baron Financial Group first reported a position in TPYP in Q3 2020 and held it in 8 quarters. The position peaked at $1.93K in Q1 2022. 87 funds tracked by Wall St. Rank hold TPYP as of Q3 2022.

Baron Financial Group reported no remaining Tortoise North American Pipeline ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 73 Tortoise North American Pipeline ETF shares in Q3 2022, an estimated $1.77K.
Baron Financial Group first reported a position in Tortoise North American Pipeline ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Tortoise North American Pipeline ETF position peaked at $1.93K in Q1 2022.
87 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.