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Berman Capital Advisors’s Texas Pacific Land TPL Stock Holding History

Berman Capital 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
2021
Q3 		$1.03M Buy
7,650
+18
+0.2% +$2.8K 0.16% 73
2021
Q2 		$1.36M Buy
7,632
+18
+0.2% +$3.13K 0.22% 59
2021
Q1 		$1.34M Buy
7,614
+9
+0.1% +$1.12K 0.28% 50
2020
Q4 		$614K Buy
+7,605
New +$483K 0.15% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's TPL Position: Q3 2021 in Review

Berman Capital Advisors increased its Texas Pacific Land (TPL) stake by 0.24% in Q3 2021, buying an estimated $2.8K and bringing the position to 7,650 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #73.

Berman Capital Advisors first reported a position in TPL in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.36M in Q2 2021. 360 funds tracked by Wall St. Rank hold TPL as of Q3 2021.

  • Berman Capital Advisors held 7,650 shares of Texas Pacific Land worth $1.03M as of Q3 2021.
  • Berman Capital Advisors bought 18 Texas Pacific Land shares in Q3 2021, an estimated $2.8K.
  • Texas Pacific Land made up 0.16% of Berman Capital Advisors's portfolio in Q3 2021, its #73 holding.
  • Berman Capital Advisors first reported a position in Texas Pacific Land in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's Texas Pacific Land position peaked at $1.36M in Q2 2021.
  • 360 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.