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Blue Bell Private Wealth Management’s Texas Pacific Land TPL Stock Holding History

Blue Bell Private Wealth Management’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
2024
Q1 		– Sell
-45
Closed -$7.86K – 750
2023
Q4 		$7.86K Hold
45
– – ﹤0.01% 526
2023
Q3 		$9.12K Hold
45
– – ﹤0.01% 436
2023
Q2 		$6.58K Hold
45
– – ﹤0.01% 469
2023
Q1 		$8.51K Hold
45
– – ﹤0.01% 395
2022
Q4 		$11.7K Sell
45
-18
-29% -$4.77K ﹤0.01% 358
2022
Q3 		$12K Hold
63
– – ﹤0.01% 356
2022
Q2 		$10K Hold
63
– – ﹤0.01% 385
2022
Q1 		$9K Buy
63
+18
+40% +$2.37K ﹤0.01% 445
2021
Q4 		$6K Buy
+45
New +$6.28K ﹤0.01% 513

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