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BKM Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-245
Closed -$6.36K – 520
2023
Q4 		$6.36K Buy
+245
New +$6.2K ﹤0.01% 497

Other funds holding TPYP

AT
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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

BKM Wealth Management's TPYP Position: Q1 2024 in Review

BKM Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2024, closing a stake of 245 shares — an estimated $6.36K sold.

BKM Wealth Management first reported a position in TPYP in Q4 2023 and held it in 1 quarter. The position peaked at $6.36K in Q4 2023. 100 funds tracked by Wall St. Rank hold TPYP as of Q1 2024.

  • BKM Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 245 Tortoise North American Pipeline ETF shares in Q1 2024, an estimated $6.36K.
  • BKM Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Tortoise North American Pipeline ETF position peaked at $6.36K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.