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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 $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Blue Bell Private Wealth Management's TPL Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Texas Pacific Land (TPL) in Q1 2024, closing a stake of 45 shares — an estimated $7.86K sold.

Blue Bell Private Wealth Management first reported a position in TPL in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q3 2022. 477 funds tracked by Wall St. Rank hold TPL as of Q1 2024.

  • Blue Bell Private Wealth Management reported no remaining Texas Pacific Land position as of Q1 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 45 Texas Pacific Land shares in Q1 2024, an estimated $7.86K.
  • Blue Bell Private Wealth Management first reported a position in Texas Pacific Land in Q4 2021 and held it in 9 quarters.
  • Blue Bell Private Wealth Management's Texas Pacific Land position peaked at $12K in Q3 2022.
  • 477 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.