First Personal Financial Services’s Texas Pacific Land TPL Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-27	Closed	-$6.61K	–	590
2024 Q2	$6.61K	Sell	27 -378	-93%	-$79.2K	﹤0.01%	304
2024 Q1	$78.1K	Sell	405 -1,152	-74%	-$198K	0.02%	167
2023 Q4	$272K	Buy	1,557 +99	+7%	+$18.8K	0.07%	102
2023 Q3	$295K	Buy	1,458 +477	+49%	+$90K	0.08%	97
2023 Q2	$143K	Hold	981	–	–	0.04%	123
2023 Q1	$185K	Buy	981 +81	+9%	+$16.9K	0.05%	115
2022 Q4	$234K	Buy	900 +846	+1,567%	+$224K	0.06%	107
2022 Q3	$11K	Buy	+54	New	+$10.4K	﹤0.01%	334
2020 Q2	–	Sell	-18	Closed	-$1K	–	308
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	288
2019 Q4	$2K	Buy	+18	New	+$1.32K	﹤0.01%	385

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

First Personal Financial Services's TPL Position: Q3 2024 in Review

First Personal Financial Services sold out of Texas Pacific Land (TPL) in Q3 2024, closing a stake of 27 shares — an estimated $6.61K sold.

First Personal Financial Services first reported a position in TPL in Q4 2019 and held it in 10 quarters. The position peaked at $295K in Q3 2023. 595 funds tracked by Wall St. Rank hold TPL as of Q3 2024.

First Personal Financial Services reported no remaining Texas Pacific Land position as of Q3 2024 after selling out during the quarter.
First Personal Financial Services sold 27 Texas Pacific Land shares in Q3 2024, an estimated $6.61K.
First Personal Financial Services first reported a position in Texas Pacific Land in Q4 2019 and held it in 10 quarters.
First Personal Financial Services's Texas Pacific Land position peaked at $295K in Q3 2023.
595 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.