Fortis Advisors’s Texas Pacific Land TPL Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-1,125	Closed	-$213K	–	237
2023 Q1	$213K	Hold	1,125	–	–	0.14%	84
2022 Q4	$293K	Hold	1,125	–	–	0.22%	68
2022 Q3	$222K	Hold	1,125	–	–	0.16%	85
2022 Q2	$186K	Buy	1,125 +225	+25%	+$36.8K	0.12%	96
2022 Q1	$135K	Hold	900	–	–	0.07%	131
2021 Q4	$125K	Hold	900	–	–	0.07%	123
2021 Q3	$121K	Hold	900	–	–	0.07%	122
2021 Q2	$160K	Buy	+900	New	+$157K	0.09%	109

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Fortis Advisors's TPL Position: Q2 2023 in Review

Fortis Advisors sold out of Texas Pacific Land (TPL) in Q2 2023, closing a stake of 1,125 shares — an estimated $213K sold.

Fortis Advisors first reported a position in TPL in Q2 2021 and held it in 8 quarters. The position peaked at $293K in Q4 2022. 430 funds tracked by Wall St. Rank hold TPL as of Q2 2023.

Fortis Advisors reported no remaining Texas Pacific Land position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 1,125 Texas Pacific Land shares in Q2 2023, an estimated $213K.
Fortis Advisors first reported a position in Texas Pacific Land in Q2 2021 and held it in 8 quarters.
Fortis Advisors's Texas Pacific Land position peaked at $293K in Q4 2022.
430 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.