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Fonville Wealth Management’s Texas Pacific Land TPL Stock Holding History

Fonville 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
-1,800
Closed -$314K – 98
2023
Q4 		$314K Buy
+1,800
New +$342K 0.17% 71

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

Fonville Wealth Management's TPL Position: Q1 2024 in Review

Fonville Wealth Management sold out of Texas Pacific Land (TPL) in Q1 2024, closing a stake of 1,800 shares — an estimated $314K sold.

Fonville Wealth Management first reported a position in TPL in Q4 2023 and held it in 1 quarter. The position peaked at $314K in Q4 2023. 476 funds tracked by Wall St. Rank hold TPL as of Q1 2024.

  • Fonville Wealth Management reported no remaining Texas Pacific Land position as of Q1 2024 after selling out during the quarter.
  • Fonville Wealth Management sold 1,800 Texas Pacific Land shares in Q1 2024, an estimated $314K.
  • Fonville Wealth Management first reported a position in Texas Pacific Land in Q4 2023 and held it in 1 quarter.
  • Fonville Wealth Management's Texas Pacific Land position peaked at $314K in Q4 2023.
  • 476 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2024.

Based on Fonville Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.