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TPYP icon

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

FirstPurpose Wealth’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 		$360K Buy
13,073
+1,420
+12% +$37.5K 0.13% 142
2023
Q4 		$302K Buy
11,653
+2,562
+28% +$64.8K 0.12% 155
2023
Q3 		$222K Buy
+9,091
New +$228K 0.1% 173

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

FirstPurpose Wealth's TPYP Position: Q1 2024 in Review

FirstPurpose Wealth increased its Tortoise North American Pipeline ETF (TPYP) stake by 12% in Q1 2024, buying an estimated $37.5K and bringing the position to 13,073 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #142.

FirstPurpose Wealth first reported a position in TPYP in Q3 2023 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold TPYP as of Q1 2024.

  • FirstPurpose Wealth held 13,073 shares of Tortoise North American Pipeline ETF worth $360K as of Q1 2024.
  • FirstPurpose Wealth bought 1,420 Tortoise North American Pipeline ETF shares in Q1 2024, an estimated $37.5K.
  • Tortoise North American Pipeline ETF made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #142 holding.
  • FirstPurpose Wealth first reported a position in Tortoise North American Pipeline ETF in Q3 2023 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.