FI
TPL icon

FormulaFolio Investments’s Texas Pacific Land TPL Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-2,799
Closed -$226K – 780
2020
Q4 		$226K Buy
+2,799
New +$178K ﹤0.01% 600

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

FormulaFolio Investments's TPL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Texas Pacific Land (TPL) in Q1 2021, closing a stake of 2,799 shares — an estimated $226K sold.

FormulaFolio Investments first reported a position in TPL in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 292 funds tracked by Wall St. Rank hold TPL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Texas Pacific Land position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 2,799 Texas Pacific Land shares in Q1 2021, an estimated $226K.
  • FormulaFolio Investments first reported a position in Texas Pacific Land in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Texas Pacific Land position peaked at $226K in Q4 2020.
  • 292 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.