BDO Wealth Advisors’s Texas Pacific Land TPL Stock Holding History

BDO Wealth Advisors’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 Q2	$13.2K	Hold	90	–	–	﹤0.01%	666
2023 Q1	$17K	Hold	90	–	–	﹤0.01%	604
2022 Q4	$23.4K	Hold	90	–	–	﹤0.01%	547
2022 Q3	$18K	Hold	90	–	–	﹤0.01%	598
2022 Q2	$15K	Hold	90	–	–	﹤0.01%	616
2022 Q1	$14K	Hold	90	–	–	﹤0.01%	671
2021 Q4	$12K	Hold	90	–	–	﹤0.01%	714
2021 Q3	$12K	Hold	90	–	–	﹤0.01%	701
2021 Q2	$16K	Hold	90	–	–	﹤0.01%	678
2021 Q1	$16K	Hold	90	–	–	﹤0.01%	656
2020 Q4	$7K	Hold	90	–	–	﹤0.01%	601
2020 Q3	$5K	Hold	90	–	–	﹤0.01%	564
2020 Q2	$6K	Hold	90	–	–	﹤0.01%	550
2020 Q1	$4K	Buy	+90	New	+$6.59K	﹤0.01%	630

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

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

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

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

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

BDO Wealth Advisors's TPL Position: Q2 2023 in Review

BDO Wealth Advisors held its Texas Pacific Land (TPL) position steady in Q2 2023 at 90 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

BDO Wealth Advisors first reported a position in TPL in Q1 2020 and has held it in 14 quarters since. The position peaked at $23.4K in Q4 2022. 430 funds tracked by Wall St. Rank hold TPL as of Q2 2023.

BDO Wealth Advisors held 90 shares of Texas Pacific Land worth $13.2K as of Q2 2023.
BDO Wealth Advisors left its Texas Pacific Land share count unchanged in Q2 2023.
Texas Pacific Land made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #666 holding.
BDO Wealth Advisors first reported a position in Texas Pacific Land in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Texas Pacific Land position peaked at $23.4K in Q4 2022.
430 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.