Center for Financial Planning’s Kimbell Royalty Partners KRP Stock Holding History

Center for Financial Planning’s Portfolio KRP Stock Details KRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,508	Closed	-$57.4K	–	597
2024 Q2	$57.4K	Hold	3,508	–	–	0.01%	219
2024 Q1	$54.4K	Hold	3,508	–	–	0.01%	228
2023 Q4	$52.8K	Hold	3,508	–	–	0.01%	217
2023 Q3	$56.1K	Hold	3,508	–	–	0.01%	204
2023 Q2	$51.6K	Hold	3,508	–	–	0.01%	224
2023 Q1	$53.4K	Hold	3,508	–	–	0.01%	209
2022 Q4	$58.6K	Hold	3,508	–	–	0.01%	204
2022 Q3	$60K	Hold	3,508	–	–	0.02%	195
2022 Q2	$55K	Hold	3,508	–	–	0.01%	212
2022 Q1	$57K	Hold	3,508	–	–	0.01%	218
2021 Q4	$48K	Hold	3,508	–	–	0.01%	236
2021 Q3	$50K	Sell	3,508 -340	-9%	-$4.05K	0.01%	219
2021 Q2	$49K	Hold	3,848	–	–	0.01%	221
2021 Q1	$39K	Buy	+3,848	New	+$37.1K	0.01%	239

Other funds holding KRP

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Center for Financial Planning's KRP Position: Q3 2024 in Review

Center for Financial Planning sold out of Kimbell Royalty Partners (KRP) in Q3 2024, closing a stake of 3,508 shares — an estimated $57.4K sold.

Center for Financial Planning first reported a position in KRP in Q1 2021 and held it in 14 quarters. The position peaked at $60K in Q3 2022. 152 funds tracked by Wall St. Rank hold KRP as of Q3 2024.

Center for Financial Planning reported no remaining Kimbell Royalty Partners position as of Q3 2024 after selling out during the quarter.
Center for Financial Planning sold 3,508 Kimbell Royalty Partners shares in Q3 2024, an estimated $57.4K.
Center for Financial Planning first reported a position in Kimbell Royalty Partners in Q1 2021 and held it in 14 quarters.
Center for Financial Planning's Kimbell Royalty Partners position peaked at $60K in Q3 2022.
152 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.